Plannr Technologies has been developing the platform and collaborating with 70 advisers over the last 12 months. The firm said the market had been “dominated” by the likes of Intelliflo, Iress, and Time4advice over the last 20 years, and there had been few new challengers.
It said the number of users of these platforms had increased quickly and there was an “absence of serious competition”. Plannr Technologies said it wanted to “shake up the market”.
Fintel, the parent company of Defaqto and Simplybiz, made an investment into Plannr Technologies last year.
Gareth Thompson (pictured), CEO of Plannr Technologies, said: “We are absolutely thrilled to launch Plannr to the advisory market. We understand that this is a highly competitive market, but hope to do something very different through the benefit of a fresh perspective. Today, we are delighted to announce that our waiting list is now live, and we encourage advisers who are looking for a new innovative solution to come and take a look.
“Plannr is built on state-of-the-art technology by highly skilled developers, honing the system daily in conjunction with our community of clients. We are technology and workflow experts who help advisers work smarter through a truly mobile solution, automation engines and customisable interfaces. Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession.”
A collaboration between users and creators
Thompson said this was a reflection of current times, as previous technology was built “in a vacuum” then sold by employed salespeople.
“Today, modern technology is designed and built simultaneously, with a constant feedback loop and short sprint cycles of improvements. Technology should be a living, breathing collaboration between users and creators,” Thompson added.
He said a modern solution that was flexible enough to be regularly improved was needed by advisers.
Thompson added: “CRM is the most important tool in modern businesses; used effectively, it should save time and put live data in the hands of the user. CRM should be a joy to use and should help the user to build their business and processes with agility and speed. Modern solutions should be truly mobile, working across multiple devices in a seamless way.
“Today, you shouldn’t need to constantly refresh screens, waiting for them to load and catch up with the task at hand. This is why we have built Plannr to work on any device in a frictionless and seamless way.”
Constantly improving
Plannr has made 100 improvements per month on average and has a public development roadmap so users can see which updates will happen next.
It can currently be integrated into Transact, SECCL, Fidelity and Nucleus, with expectations for this to expand by the second half of this year.
The licence to use Plannr is £140 per month.
Nick Harper, co-founder of Plannr Technologies, added: “We wouldn’t have reached this stage of development without a dedicated community of advisers. The best way to continue to develop new technologies is for your clients to help you to continue to improve it, prioritising the next actions with you, and working in a live environment as new functionality is released. Plannr is a collaboration of adviser, designer and developer coming together to build something beautifully simple.”
“We are holding a series of webinars demonstrating Plannr to interested advisers over the next few months. We encourage advisers to register their interest on the Plannr website, where you can also find out more about Friends of Plannr.
“Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession.”
