Plannr Technologies offers a CRM tailored for financial advisers, featuring real-time income reconciliation, automated workflows, and secure document management with bank-level encryption. This platform addresses the inefficiencies in client onboarding and data management, enabling advisers to streamline their operations and enhance client interactions.
Funding
$150K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial advisors often struggle with inefficient client onboarding processes and fragmented data management systems. Reconciling income, managing documents securely, and automating workflows can be time-consuming and prone to errors, hindering productivity and client satisfaction.
Solution
Plannr Technologies offers a CRM platform tailored for financial advisors, designed to streamline operations and enhance client interactions. The platform features real-time income reconciliation, automated workflows, and secure document management with bank-level encryption. By automating key processes and providing a centralized hub for client data, Plannr enables advisors to reduce administrative overhead, improve accuracy, and focus on building stronger client relationships. The system includes tools for document generation, online fact-finds, electronic signatures, and provider feeds, all accessible through an intuitive interface.
Target Audience
Plannr's primary customers are financial advisors and advisory firms seeking to improve efficiency, enhance client relationships, and streamline their operations through a modern CRM solution.
Features
- Real-time income reconciliation engine for immediate matching of income.
- Bank-level encryption (AES256) to ensure the security of client data.
- Automated workflows to streamline repetitive tasks and standardize processes.
- Customizable document generation and storage with data placeholders.
- Online fact-find engine for easy client information gathering.
- Electronic signature integration for efficient document signing.
- Provider feeds for real-time data updates.
- Reporting tools with customizable filters and templates.
- Easy import tools for validating and importing existing data.
- Branded client portal.