Financial Planning CRM Plannr has launched a two-way integration with widely used Financial Planning software provider Dynamic Planner.

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.

Fintech and Financial Planner CRM provider Plannr has launched a new mobile app for clients.

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

Fintech firm Plannr has partnered with SmartSearch to add anti-money laundering (AML) verification and monitoring technology to its CRM platform.

Adviser platform Transact has launched a new integration with fintech Plannr which the two firms claim should speed up the account opening process.

Fintech Plannr has launched an integration with AI platform for financial advisers Advisory AI.