"The best way to continue to develop new technologies is for your clients to help you to continue to improve it, prioritising the next actions with you, and working in a live environment as new functionality is released."
- Plannr co-founder, Nick Harper
A new CRM provider, Plannr Technologies, has today launched to the intermediary market.
Plannr has been building, developing, and improving its product in conjunction with a cohort of 70 advisers over the past 12 months.
To date, Plannr has released 100 improvements per month on average, with a public development roadmap enabling users and prospects to see what is coming next.
Built using an ‘API first’ approach, Plannr currently allows seamless two-way integrations with Transact, SECCL, Fidelity, Nucleus, and is expected to span 30 by H2 2024.
Plannr CEO, Gareth Thompson, commented: “We are absolutely thrilled to launch Plannr to the advisory market. We understand that this is a highly competitive market, but hope to do something very different through the benefit of a fresh perspective. Today we are delighted to announce that our waiting list is now live and we encourage advisers who are looking for a new innovative solution to come and take a look.
“Plannr is built on state-of-the-art technology by highly-skilled developers, honing the system daily in conjunction with our community of clients. We are technology and workflow experts who help advisers work smarter through a truly mobile solution, automation engines and customisable interfaces. Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession.
“I think this is a reflection of our times. Previously, you built technology in a vacuum and employed loads of salespeople to sell what you had built. Today, modern technology is designed and built simultaneously, with a constant feedback loop and short sprint cycles of improvements. Technology should be a living, breathing collaboration between users and creators.
“We believe that modern financial planners need a modern solution that is flexible enough to be constantly improved and iterated daily. CRM is the most important tool in modern businesses; used effectively it should save time and put live data in the hands of the user. CRM should be a joy to use and should help the user to build their business and processes with agility and speed. Modern solutions should be truly mobile, working across multiple devices in a seamless way. Today, you shouldn’t need to constantly refresh screens, waiting for them to load and catch up with the task at hand. This is why we have built Plannr to work on any device in a frictionless and seamless way.”
Plannr co-founder, Nick Harper, added: “We wouldn’t have reached this stage of development without a dedicated community of advisers. The best way to continue to develop new technologies is for your clients to help you to continue to improve it, prioritising the next actions with you, and working in a live environment as new functionality is released. Plannr is a collaboration of adviser, designer and developer coming together to build something beautifully simple.
“We are holding a series of webinars, demonstrating Plannr to interested advisers over the next few months. We encourage advisers to register their interest on the Plannr website where you can also find out more about Friends of Plannr.
“Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession."
