Söderberg & Partners names Plannr Technologies as back-office partner
This collaboration marks the latest in a series of tech partnerships
Source: international-adviser.com
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Söderberg names Plannr Technologies as back-office partner
Söderberg & Partners has selected specialist CRM provider Plannr Technologies as the back-office provider for its tech stack. The platform firm said it chose Plannr as its preferred partner because of their shared ambition in providing a "fully integrated" platform service to clients. Plannr, which entered the UK
United Kingdom Walter Nunez Ovtcharenko Gareth Thompson Nick Raine Plannr Technologies Partners Wealth Management
Source: moneymarketing.co.uk
Söderberg adds performance reporting tool following platform launch
Wealth management firm Söderberg & Partners has added a portfolio performance reporting tool by Morpheus Wealth to its toolset. The WealthSweet performance analysis tool is the first microservice in the portfolio reporting framework.
Source: moneymarketing.co.uk