Plannr delves into 2025 with yet more innovation, deeper integrations with more providers and services. As the industry continues to grow, with an increasingly more tech-aware client bank, financial planners have an opportunity now to get onboard with the fintech they will need to provide a powerful, compliant, coherent offering for the future of their advice firm. I now onboard financial planning firms at Plannr and I hear the same stories from advisers and support staff, they find Plannr to be a breath of fresh air. Watching their delight as they see me demonstrate how two hours of their new client onboarding process takes the Plannr system 0.18 seconds to complete is a genuine highlight of my day.
As a former member of a back-office support team, it’ s thrilling to know that support staff aren’ t at risk of becoming redundant or replaceable, rather they’ re empowered by the technology at their fingertips to keep a new kind of office hum alive.
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