Plannr Technologies, a leading UK-based provider of CRM software, and Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, now available in the UK, are thrilled to announce a powerful new integration set to transform advice experiences in financial planning practices in the UK.
“Our partnership with Plannr represents a significant leap forward for financial advisers. The synergy between our platforms will empower advisers to deliver more personalised, insightful financial plans with greater ease.”
This strategic partnership is designed to supercharge the efficiency of financial advisers, enabling live data exchange and enhanced workflows. By combining Plannr’s robust automation capabilities with Asset-Map’s intuitive visualisations, the integration will not only streamline data synchronisation but also elevate client onboarding and overall client experience.
A New Era of Financial Planning
This integration will allow financial advisers to:
– Implement Live Data Exchanges: Synchronisation between Plannr and Asset-Map ensures that advisers are having highly effective advice engagements at a fraction of the effort – less data capture, less opportunity for errors.
– Enhance Client Onboarding: A unified onboarding process simplifies and accelerates client intake, providing a smoother experience for both advisers and their clients.
– Optimise Workflows: Integrated systems mean advisers can now manage their workflows more effectively, freeing up time to focus on strategic planning and client engagement.
Read More: SalesTechStar Interview with Mike Bernard, CMO at Vendavo
Comments from Leadership
“We are ecstatic about this integration with Asset-Map,” said Gareth Thompson of Plannr Technologies. “This collaboration aligns perfectly with our mission to provide advisers with cutting-edge tools that enhance their productivity and improve client relationships. By leveraging Asset-Map’s visual financial mapping alongside our comprehensive automation software, we are setting a new standard for advice experiences in financial services in the UK.”
H. Adam Holt, CFP®, Founder and CEO of Asset-Map, added, “Our partnership with Plannr represents a significant leap forward for financial advisers. The synergy between our platforms will empower advisers to deliver more personalised, insightful financial plans with greater ease.”
