iPipeline has entered a partnership with an adviser customer relationship management (CRM) company, Plannr.
As part of the partnership, Plannr will integrate iPipeline's AlphaTrust process digitisation and e-signature platform in a bid to improve its service to clients. By using iPipeline's platform, Plannr will be able to create digital signature processes for its users and speed up client administration. iPipeline rolls out Life Update Process platform iPipeline rolls out enhanced Product Features Report Service Paul Yates, product strategy director at iPipeline, said: "As advisers look to become more efficient, save time, and reduce costs for their businesses, they will...
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