Fintech adds web-based CRM and management system

Fintech Twenty7tec has launched a web-based practice management and CRM solution for financial advisers.

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New adviser CRM aims to challenge the market

A new adviser CRM has been launched to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.

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Defaqto integrates Engage with Plannr CRM

Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.

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Fintel buys 25% of Financial Planning CRM firm

Fintech firm Fintel, parent of Defaqto and SimplyBiz, has invested in new Planner tech business Plannr Technologies, a developer of a new customer relationship management (CRM) system for Financial Planners.

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