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
SimplyBiz parent company reveals double acquisition | International Adviser
The parent company of SimplyBiz and Defaqto has unveiled two acquisitions during a trading update for the six months ended 30 June 2023
Source: international-adviser.com
Advice tech market lacks 'effective collaboration and integration'
IA speaks with Fintel joint chief executive Matt Timmins about the progress of technology in the industry
Source: international-adviser.com
Fintel makes investment into Plannr Technologies
Fintel PLC - Huddersfield, England-based technology and support provider for the retail financial services sector - Invests into financial technology company Plannr Technologies Ltd. Says it will... | June 21, 2023
Alliance News Plannr Technologies Ltd Alliance News Ltd Plannr Technologies Fintel Labs Sabrina Penty
Source: marketscreener.com
Fintel invests in Plannr CRM tech | Money Marketing
Fintech and support services provider Fintel has announced it has made an investment into a new financial technology company Plannr Technologies Limited.
Source: moneymarketing.co.uk
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company 'develop the future of financial planning CRM'
Source: international-adviser.com