Plannr Technologies and Asset-Map Announce Integration to Accelerate Efficiency in Advice Experiences
2024年8月2日 - 10:00PM
ビジネスワイヤ(英語)
Plannr Technologies, a leading UK-based provider of CRM
software, and Asset-Map Holdings, Inc. (“Asset-Map”), the premier
modern financial planning tool for financial professionals, now
available in the UK, are thrilled to announce a powerful new
integration set to transform advice experiences in financial
planning practices in the UK.
This strategic partnership is designed to supercharge the
efficiency of financial advisers, enabling live data exchange and
enhanced workflows. By combining Plannr’s robust automation
capabilities with Asset-Map’s intuitive visualisations, the
integration will not only streamline data synchronisation but also
elevate client onboarding and overall client experience.
A New Era of Financial Planning
This integration will allow financial advisers to: -
Implement Live Data Exchanges: Synchronisation between
Plannr and Asset-Map ensures that advisers are having highly
effective advice engagements at a fraction of the effort – less
data capture, less opportunity for errors. - Enhance Client
Onboarding: A unified onboarding process simplifies and
accelerates client intake, providing a smoother experience for both
advisers and their clients. - Optimise Workflows: Integrated
systems mean advisers can now manage their workflows more
effectively, freeing up time to focus on strategic planning and
client engagement.
Comments from Leadership
“We are ecstatic about this integration with Asset-Map,” said
Gareth Thompson of Plannr Technologies. “This collaboration aligns
perfectly with our mission to provide advisers with cutting-edge
tools that enhance their productivity and improve client
relationships. By leveraging Asset-Map’s visual financial mapping
alongside our comprehensive automation software, we are setting a
new standard for advice experiences in financial services in the
UK.”
H. Adam Holt, CFP®, Founder and CEO of Asset-Map, added, “Our
partnership with Plannr represents a significant leap forward for
financial advisers. The synergy between our platforms will empower
advisers to deliver more personalised, insightful financial plans
with greater ease.”
Availability
The Plannr/Asset-Map integration is available immediately to all
existing and new subscribers. Advisers interested in leveraging
this powerful tool can learn more and schedule a demonstration by
visiting www.asset-map.com/united-kingdom or www.plannrcrm.com
About Plannr Technologies
Plannr Technologies is a leading provider of CRM software to
financial service companies in the UK, it’s “beautifully simple”
approach is dedicated to delivering innovative solutions that
empower financial advisers to optimise their practice and enhance
client engagement. Through the use of a market leading API and
embedded automations, Plannr is fast becoming the CRM of choice for
IFA’s / Wealth Managers along with the 3rd party software solution
providers by delivering fully integrated solutions to their
needs.
About Asset-Map
Founded by Certified Financial Planning Practitioner H. Adam
Holt in 2013, Asset-Map is on a mission to improve the financial
health of millions of people. Unlike traditional software tools,
Asset-Map provides an interactive holistic view of a household’s
financial picture that empowers humans to easily comprehend,
discuss, and make smart financial decisions now and in the future.
Asset-Map is used by thousands of professionals worldwide to
visualise a clients’ financial picture and promote better guidance
conversations, having mapped over 1.8 million people and $1.5
trillion in financial instruments.
This press release marks a significant milestone in the
evolution of financial planning technology, promising a new level
of efficiency, engagement, and service excellence for financial
advisers worldwide.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240802512333/en/
Plannr Technologies Nick Harper Director
nick.harper@plannrcrm.com
Asset-Map Kevin Santo Water & Wall
asset-mappr@waterandwall.com