Nick Harper

Director @Plannr Technologies Limited

Plannr CRM the next generation of Financial Planning CRM. for too long financial planning and wealth management companies have had to endure back office systems that were developed over a decade ago. With unintuitive interfaces requiring days of training, expensive per seat costs, having to pay for API integrations and worse still being locked into long term software contracts. Well Plannr will feel like a breath of fresh air. Intuitive, low cost per seat, open API and best of all its paid monthly with no contract lock in. If you are in the industry and want to take a look at Plannr then simply click Plannr link in my profile.