Fintel has invested in Plannr Technologies to support its growth and product integration plans.
Fintel backed the early-stage technology company via its Fintel Labs vehicle.
Plannr Technologies provides specialist CRM software tailored for financial advisers, planners, and wealth managers. The business has spent over a year developing its intuitive platform with a pilot group of users.
Fintel has made an investment in Plannr Technologies through its Fintel Labs venture. The capital will support Plannr in executing its growth roadmap and integration with Defaqto Engage.
Plannr has spent the past year refining its specialist CRM platform alongside a pilot group of advisers. Fintel noted that the technology is designed to streamline the advice journey and improve efficiency for wealth managers.
From the founder
"We are delighted to be working with Fintel as we develop the future of financial planning CRM. Fintel’s reputation for innovation and its unrivalled market reach makes it a perfect partner as we refine and scale our offering to define a new era of financial planning CRM."
Gareth Thompson
Founder and CEO at Plannr Technologies
Investor perspective
"Plannr represents the best of modern thinking and cutting-edge development. The technology has been designed by advisers and crafted by the skilled developers at Plannr to be beautifully intuitive, easy to use, and infinitely scalable. Plannr’s powerful CRM capability has the potential to unlock important efficiencies, streamlining the advice journey and improving suitability for consumers. We look forward to delivering better outcomes for everyone."
Matt Timmins
Joint CEO, Fintel
Use of funds
- 01Continue product development
- 02Accelerate go-to-market
Investors
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About the company
Plannr Technologies
Plannr Technologies develops specialist CRM software for financial advisers.