The mission is simple, it’ s about having wide open doors. The back-office software itself is beautiful to use, it’ s simple and easily self-taught, intuitive and straight forward. As technology in the UK has advanced we have a wealth of tools and systems that can do almost anything we need them to do, but we need a CRM that brings each of these tools together into one house, allowing the free flow of data between each of them. This drives adviser efficiency, because there is no longer a need for re-keying, entering in and out of different pieces of software for each step of the advice process. Automated processes linked to a network of services and systems means the client journey is seamless. The support staff and financial planner need never leave the back-office software, all the tools they need are right there, talking to one another in an effortless way.

Plannr’ s USP is its ease of use. That’ s powered by a strong connection with its integration partners, and when you switch on a service in the Plannr addon store, you have immediate and full access to your client bank in both your CRM and the advice tool you’ re using. Deep two-way integrations underpin its build and, taking Plannr’ s own inbuilt functionality – a powerful automation engine to ensure deadlines are never missed, a slick client portal that enables meaningful engagement with your clients, full document and form creation, as many factfind schemas as you could wish to build, and bespoke and customisable services and tools – the client journey becomes effortless.

Rather than striking fear into a paraplanner’ s heart that an AI tool may soon replace them, firms are switching on to the realisation that scaling their business becomes infinitely more possible without the need for additional staffing costs. Servicing more clients with the same team, because wasted team time dramatically decreases with an efficient tech stack in place, allows for quality time spent in front of clients delivering a meaningful and powerful offering because your one hour meeting doesn’ t result in ten hours of support staff time afterwards.

Nick Raine, CEO at Söderberg, comments

“ In Sweden, you have four advisers to one paraplanner, and if you look at the systems that they’ ve got, data flows more easily. Efficiency is the answer and the goal. In the UK we’ ve got every piece of technology under the sun, every piece of kit that can do anything you want it to do, but they don’ t talk to each other very well. So integration is key! How do we bring down the cost of advice? How do you bring in another adviser to the business without needing to bring in another two or three paraplanners or administrators? These are the reasons we chose to partner with Plannr, and to open the doors for integrations, at pace.”

Want to see Plannr in action?

Head to www. plannrcrm. com and register for a free demo. Beautifully simple CRM.

36 | The Adviser