comparemela.com
Home
Live Updates
Plannr - Breaking News
Pages:
Latest Breaking News On - Plannr - Page 1 : comparemela.com
Plannr partners to integrate cashflow tool onto CRM
Plannr has integrated pension and investment planning system Selectapension’s cashflow tool onto its customer relationship management (CRM).
Plannr to launch app for increased client access to advisers services
Plannr is launching a mobile app designed to provide clients with “unparalleled access” to its advisers’ services, according to chief executive Gareth Thompson.
Professional adviser
Fintel in active M&A talks as Defaqto and SimplyBiz drive growth
Fintel has reported a “strong financial performance” for the six months ended 30 June 2023 as it “progressed strategically” with two acquisitions.
Matt timmins
Competent adviser
Fintel labs
Defaqto engage
Professional adviser
Matt timmins
vimarsana © 2020. All Rights Reserved.