Defaqto, the UK’s most trusted source of financial product and market intelligence, today announced that it is building a full two-way integration with new fintech challenger, Plannr.
The integration will see its proprietary financial advice software, Defaqto Engage, integrated with the Plannr CRM system for the benefit of advisers who use the fintech platform.
Defaqto Engage helps advisers to make smarter financial decisions through unified financial planning and advice workflows and is used by more than 4,300 advice firms. The integration will help advisers to operate more efficiently by offering a single, seamless customer journey with a consistent interface and methodology. This will eliminate data re-entry, which is time consuming and can lead to inaccuracies. It will launch later this year and further marks Defaqto’s commitment to enabling more choice for advisers wanting to access industry leading software.
The new integration represents a significant improvement in a market where advisers typically use multiple different pieces of software. It follows recent expansions to the Engage platform including the launch of an integrated cashflow modelling tool last year and a pensions switching tool.
Defaqto, the UK’s most trusted source of financial product and market intelligence, today announced that it is building a full two-way integration with new fintech challenger, Plannr.
The integration will see its proprietary financial advice software, Defaqto Engage, integrated with the Plannr CRM system for the benefit of advisers who use the fintech platform.
Defaqto Engage helps advisers to make smarter financial decisions through unified financial planning and advice workflows and is used by more than 4,300 advice firms. The integration will help advisers to operate more efficiently by offering a single, seamless customer journey with a consistent interface and methodology. This will eliminate data re-entry, which is time consuming and can lead to inaccuracies. It will launch later this year and further marks Defaqto’s commitment to enabling more choice for advisers wanting to access industry leading software.
The new integration represents a significant improvement in a market where advisers typically use multiple different pieces of software. It follows recent expansions to the Engage platform including the launch of an integrated cashflow modelling tool last year and a pensions switching tool.