Fintech adds web-based CRM and management system
- Thursday, 18 April 2024
- Articles
Fintech Twenty7tec has launched a web-based practice management and CRM solution for financial advisers.
Read more...New adviser CRM aims to challenge the market
- Monday, 04 March 2024
- Articles
A new adviser CRM has been launched to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.
Read more...Defaqto integrates Engage with Plannr CRM
- Monday, 06 November 2023
- Articles
Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.
Read more...Fintel buys 25% of Financial Planning CRM firm
- Tuesday, 20 June 2023
- Articles
Fintech firm Fintel, parent of Defaqto and SimplyBiz, has invested in new Planner tech business Plannr Technologies, a developer of a new customer relationship management (CRM) system for Financial Planners.
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