Plannr
Curated by SignalClient communication solutions enhancing interactions for wealth managers.
Overview
Plannr is a fintech company that offers communication solutions specifically designed for wealth managers. The platform aims to automate and streamline back-office processes. It includes a comprehensive customer relationship management (CRM) system, secure messaging, video conferencing, and collaborative financial planning tools to improve interactions between advisors and clients. Plannr provides integrated client portals, real-time portfolio access, and customizable reporting features, which are intended to enhance transparency and engagement. The platform's automation engine and interface are designed to support efficient task management and reduce administrative workloads. Plannr targets wealth management firms, focusing on secure communication and data management to assist advisors in delivering personalized services while adhering to data security standards.
Key facts
- Founded
- 2021
- Headquarters
- Waterlooville, United Kingdom
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 4 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
Open roles
2 rolesData Migration Specialist
United Kingdom · On-site · Volunteer
Product Lead
Portsmouth, England, United Kingdom · On-site · Volunteer
