Financial Planning software provider Plannr has developed an integration link with connectivity tool Zero Key.

The integration, which is live, connects Plannr to a range of third-party technology powered by Zero Key.

The link also enables client data to be moved from one system to another without the need for manual data entry.

The new connections include several investment platforms for the purpose of account opening, including Quilter, Aberdeen, Fundment and Fidelity.

It also includes Fintegrate and Origo’s Unipass Letter of Authority.

Gareth Thompson, co founder of Plannr, said: “By facilitating effortless data exchange between systems and removing the need for duplicate entry, we’re greatly enhancing adviser productivity while minimising manual inputting errors. This development broadens the range of platforms and advice tools available to our users, with data accuracy remaining the highest priority.”

The integration with Zero Key is the latest in a series of integrations for fintech Plannr, which was launched in 2024 to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.

The CRM partnered with SmartSearch in July to add anti-money laundering (AML) verification and monitoring technology to its CRM platform. The integration allows Financial Planning firms using Plannr, to carry out compliance checks and client onboarding processes within their day-to-day workflows on the CRM platform.

In July adviser platform Transact announced it had integrated with the CRM platform to speed up the account opening process.

In May Plannr launched an integration with AI platform Advisory AI to automate client documentation. Other integrations include SECCL, Fidelity, Nucleus, and Selectapension.

SimplyBiz and Defaqto-owner Fintel invested in Plannr in 2023 and now owns a quarter of the fintech.