UK-based customer relationship management (CRM) software provider Plannr Technologies has partnered with US-based financial planning solutions provider Asset-Map Holdings.
Under the partnership, Plannr will integrate its automation capabilities with Asset-Map’s intuitive visualisations to advance advice experiences in financial planning practices in the UK.
The new integration is anticipated to not only streamline data synchronisation but also elevate client onboarding and overall client experience.
The strategic partnership is designed to boost the performance of financial advisers, enabling live data exchange and enhanced workflows, said Asset-Map.
Plannr Technologies Gareth Thompson said: “We are ecstatic about this integration with Asset-Map. 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.”
Asset-Map founder and CEO Adam Holt said: “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.”
Asset-Map said the integration will allow financial advisers to implement live data exchanges, enhance client onboarding, and optimise workflows.
The integration will enable synchronisation between Plannr and Asset-Map, providing advisors with the most effective advice engagements with less data capture, and chance of errors.
It enables a unified onboarding process that simplifies and advances client intake and provides a frictionless experience for both advisers and their clients.
The integrated systems allow advisers to manage their workflows more effectively, freeing up time to focus on strategic planning and client engagement.
Furthermore, the integration between Plannr and Asset-Map technologies will be immediately available to all existing and new subscribers.
