easier to manage and service a client from one place. Change was happening but advisers and support teams were still frustrated. Technological advancements were slow, requests for improvements felt laborious or were too expensive, the system architecture just wasn’ t suitable for integrators to plug into. Workarounds were the name of the game and it became abundantly clear that the industry needed to do something radically different if adviser efficiencies were ever going to start heading in the right direction.
Enter Plannr, the heartbeat of CTO, Gareth Thompson, a fellow financial services industry guru that had worked with financial planners for many years, building their bespoke systems and software. He spent time listening to the grumbles of many unsatisfied teams feeling powerless to bring about the change they needed.
“ Plannr was the answer to an advice firm’ s main problem”, said Gareth Thompson.“ Legacy systems weren’ t designed to be added to at the pace of change required by modern advice firms. Here I was with the opportunity to innovate a brand new CRM with open API-first construction, that completely future-proofed future development needs. The evergreen software will always be able to grow with the market, the way we would write Plannr meant that all integrators, all providers and platforms, all clients and users, can grow with the software and access it freely at an incredibly deep level. This was game-changing”.
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