Start-up technology company Plannr has officially launched into the intermediary market with a view to shake up the space historically dominated by Intelliflo, IRESS and Time4Advice.
Plannr provides specialist customer relationship management (CRM) for financial advisers, planners and wealth managers and is 25% owned by SimplyBiz and Defaqto parent company Fintel. Gareth Thompson, chief executive officer, Plannr, told COVER that Plannr can be used to hold information on protection and mortgage products. The company has planned integrations with iPipeline's SolutionsBuilder and UnderwriteMe, as well as mortgage sourcing tools. Thompson acknowledged he was launching into "a highly competitive market" but said Plannr "hoped to do something different through the benef...
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