13th October 2026
The integration connects Plannr’s operating system with the digital advice platform, keeping one accurate client record across both systems.
Related topic: Plannr
1st October 2026
The partnership brings mortgage sourcing and submissions directly into the adviser workflow.
Financial Reporter and financialreporter.co.uk are trading styles of Barcadia Media Limited. Barcadia Media Limited is registered in England & Wales No. 6970806 Registered address.
Barcadia Media Ltd, 14 Edward Street, Blackpool, Lancashire , FY1 1BA. Data Protection Notification No: Z162 1548.
Barcadia Media Ltd, 14 Edward Street, Blackpool, Lancashire , FY1 1BA. Data Protection Notification No: Z162 1548.
