Plannr, the CRM for financial advice firms, has announced an integration with connectivity tool, ZeroKey.
A lack of integration and the need to manually key client data is frequently cited as a major pain point by financial advice firms.
Plannr's CRM enables free flowing data between platforms and adviser tools - all within one back office system - removing the need for re-keying and improving adviser efficiencies.
The new integration (which is live and available to use) connects Plannr to a range of third-party technology, enabling client data to move from one system to another without the need for manual data entry.
New connections for Plannr include multiple investment platforms for the purpose of account opening, such as Quilter, Aberdeen, Fundment and Fidelity. In addition, a range of other third-party technology such as Fintegrate and Origo’s Unipass Letter of Authority is also included.
Gareth Thompson, co-founder and CTA of Plannr, commented: “We’re thrilled to unveil this much-anticipated integration with ZeroKey. By facilitating effortless data exchange between systems and removing the need for duplicate entry, we’re greatly enhancing adviser productivity while minimising manual inputting errors. This development broadens the range of platforms and advice tools available to our users, with data accuracy remaining the highest priority.”
Joseph Williams, co-founder and CEO of ZeroKey, added: “Building individual point-to-point integrations can be a challenge for many reasons, especially when you have a core product to build, maintain, and enhance. We’re therefore delighted that PlannrCRM has decided to adopt our scalable solution to complement their existing integration strategy and achieve greater connectivity, which will only continue to evolve.”
