Let's gooooooooooooooo! Who's ready for our upcoming integration with the lovely gang over at Fundment? #buildBetter #itsComing

Who's tried our live-chat since launching it? Our support team have been busy responding to requests in only a few minutes, according to the stats from our help-desk.

44 seconds response time from our live-chat today. Nicely done team!

Defaqto (Defaqto Adviser), one of the UK’s most trusted sources of financial product and market intelligence, has announced its integration with new fintech challenger Plannr (Plannr CRM) is now live. ifamagazine.com/defaqto-releas…

We’re excited to announce that our integration with Plannr CRM is now live! Benefitting users of both systems, Defaqto Engage now connects with Plannr’s (CRM) tech for advisers, planners & wealth managers. Find out more: bit.ly/3sttvS0 #financialadvice #finance

Did someone say valuations via contract enquiry from Royal London? *checks notes* Well that's good as we've just put that live!

We are happy to announce Plannr CRM as one of our partners! 👏 Plannr is on a mission to make Financial Planning beautifully Simple by delivering the next generation of Financial CRM. 👩‍💻 Make sure to catch Plannr at Adviser 3.0. Find out more here 👉 eu1.hubs.ly/H06zb6n0

My my my, how we’ve grown! We released our 708th API endpoint this week giving our integrators 708 reasons to build rich and powerful integrations!

Defaqto Engage now connects with Plannr CRM's customer relationship management (CRM) technology for #financialadvisers, #planners & #wealthmanagers. How has our integration with Plannr's CRM system helped you? Let us know in the comments - we'd love to hear your feedback!

I've just recorded a video showing how effortless the email integration is in Plannr CRM loom.com/share/a2413fb8…

Advisers love the beautiful new back-office software we make, and we love making it. Because as good listnrs, we know what it takes to satisfy. Make a date for a demo and see why we have so many Plannr lovrs. Book here 👉 plannrcrm.com/book-a-demo CRM made beautifully simple

You’re an adviser seeking a beautiful, compatible back-office system. We’re passionate creators of simple adviser CRM software. Want to get togethr? Make a date for a demo and see why we have so many Plannr lovrs. Book a demo here 👉 lnkd.in/eCYqBNRU #PLANNRLOVRS

Want to take your financial planning to the next level? Get involved with us. We’re changing the face of CRM and would love you along for the ride. Make a date for a demo and see why we have so many Plannr lovrs. Book a demo here 👉 plannrcrm.com/book-a-demo #PLANNRLOVRS

Back-office software has never looked so beautiful or been as easy to get on with. If you’re an adviser looking to up your game, make the change. Sign up for a free demo of our beautiful, game changing CRM. Check out 👉 plannrcrm.com/get-started CRM made beautifully simple

Say hello to the ground-breaking, problem solving, future shaping adviser back-office that will accelerate you forward, not hold you back. Sign up for a free demo of our revolutionary adviser CRM here 👉 plannrcrm.com/get-started CRM made beautifully simple

Looking for more buzz in your business? We’re thrilled to introduce exactly what you seek to make that happen. A beautifully simple, compatible, accessible new back office software solution that’s getting adviser movrs and shakrs quite excited. plannrcrm.com/get-started

Good morning all!

We thought ahead about all the financial planning frustrations you want to leave behind. Sign up for a free demo of our revolutionary adviser CRM. plannrcrm.com/get-started CRM made beautifully simple

So a thing happened! Thanks NextGen Planners and those who voted for us!

Välkommen till vår familj Söderberg & Partners! We're delighted to be selected as Söderberg & Partners' back-office partner. moneymarketing.co.uk/news/soderberg…