Get help with your workload from one of our trusted partners
Find a Friend of Plannr to supercharge your business!
Our certified Friends of Plannr are third-party outsourcing businesses that know Plannr.
They can work with a free Friend of Plannr licence on your site to assist you with managing your client bank and workload, and you can be confident that they not only understand the needs of your business but also how your systems work.
So if you need assistance with your administration, paraplanning, business development, compliance reporting, income reconciliation, and much more – we know just the people. Take a look at their profiles below and reach out to any of them for an initial no obligation chat. Once you’ve chosen your team and added them as a user to your site, let us know at [email protected] and we’ll be sure to mark their licence as non-billable on your account so you won’t get charged for their login.
Integrations Types
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Saturn AI
Purpose-built AI that puts customer care and innovation at the centre of your business.
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PlannerPal
The financial planner’s AI assistant, integrated with your Plannr account
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Defaqto Engage
Defaqto Engage is an all-in-one system that helps you deliver exceptional financial advice, from start to finish.
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Content Streams
Content Streams provides an end-to-end, seamless content marketing workflow. Create impactful ad-hoc or regular marketing campaigns, web pages, HTML emails, adviser profiles and more.
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Asset-Map
Gather and present the important information about your client’s financials in one shared picture.
Find out more