Fintech firm Plannr Technologies has officially launched its customer relationship management (CRM) tools to the intermediary market. Plannr said the market for adviser CRM has been heavily dominated ...
Tech startup Plannr will launch its customer relationship management (CRM) to the wider UK adviser market tomorrow (June 1) following a pilot in February which saw a select handful of firms become ...
LONDON & PHILADELPHIA–(BUSINESS WIRE)–Plannr Technologies, a leading UK-based provider of CRM software, and Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for ...
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