Söderberg & Partners Platform, Seccl and Plannr have launched the second phase of their integration, which they say will allow Financial Planners and advisers to open and manage platform accounts end-to-end within a single system.
The integration is built entirely on API-first architecture.
The firms said that allows data, workflows and onboarding to operate inside Plannr, removing the need for rekeying or switching between platforms.
They said the integration marks a shift away from legacy integrations toward fully embedded platform infrastructure, with the aim of making underlying technology effectively invisible to advisers.
Capabilities introduced in the latest phase are designed to eliminate friction across the advice journey with a single, branded portal and mobile app, the three firms said.
It will allow advice firms to deliver a consistent brand presence, including the option to launch their own app store presence with Plannr’s branded mobile app.
Nick Raine, CEO of Söderberg & Partners, said: “Advisers shouldn’t have to fight their technology. The repeated complaints of spending your day across multiple platforms is gone.
“The future is systems that work together so seamlessly that rekeying data and juggling multiple logins become a thing of the past. With clients receiving a more centralised and holistic experience, it's a win for all parties.”
The three firms in the partnership said that the latest phase is only the beginning, with the next phases of the advice journey already taking shape for upcoming development.
Swedish wealth manager Söderberg & Partners was founded in 2004 and has a presence in Sweden, Norway, Denmark, Finland, the Netherlands, Luxembourg, Spain and the United Kingdom. It has more than 4,400 employees and £81bn in AUM and AUA.
Seccl is an embedded investment platform owned by Octopus. It looks after £3bn-worth of portfolios of more than 300,000 investors, with nearly 60,000 new investors onboarded since January.
Plannr is a CRM for modern Financial Planners, it says. It is 25% owned by fintech firm Fintel which is also the parent firm for Defaqto and SimplyBiz. It was launched in 2024 to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.