Fintel-backed CRM specialist Plannr debuts to intermediary market

Built and developed with pilot of 70 advisers

Hope Coumbe
clock • 2 min read

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...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Technology

Andrew Doran appointed as UnderwriteMe CEO

Andrew Doran appointed as UnderwriteMe CEO

Replaces James Tait

Cameron Roberts
clock 07 April 2025 • 1 min read
Rachel Edwards joins iPipeline

Rachel Edwards joins iPipeline

New managing director

Cameron Roberts
clock 03 April 2025 • 1 min read
Iress releases 2024 results

Iress releases 2024 results

UK business major factor

Cameron Roberts
clock 24 February 2025 • 2 min read