Plannr integrates with Söderberg and Selectapension
- Monday, 25 March 2024
- Articles
New adviser CRM Plannr Technologies, a fintech a quarter owned by Fintel, has announced partnerships with Söderberg & Partners and Selectapension.
Read more...FinCalc launches Planning software link with Plannr
- Thursday, 12 January 2023
- Articles
Financial Planning software firm FinCalc has launched an extension to integrate with new customer relationship management (CRM) software solution Plannr.
Read more...Fundment and CashCalc join forces
- Tuesday, 02 August 2022
- Articles
Platform Fundment and cashflow modeller CashCalc have teamed up to improve adviser tool integration.
Read more...Fidelity Adviser Solutions partners with Origo Hub
- Tuesday, 12 April 2022
- Articles
Fidelity Adviser Solutions, the newly-renamed adviser support arm of Fidelity, has partnered with the Origo Integration Hub to offer advisers much better integration with Fidelity's services.
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