Fully open architecture
The Plannr API
Plannr was established from the outset with fully open architecture. Our API-first construction has allowed us to rapidly build a game-changing depth of connectivity with third-party systems.
Every single piece of data held in Plannr is available through our API, enabling our integrators to build powerful two-way connections with our CRM, that will enable advisers and clients to seamlessly work across platforms and systems in a simply beautiful way.
We work very closely with our integrators. We will provide you with your own Plannr test site, access to our development team via a private Slack channel, and are always willing to jump on a call to troubleshoot and direct as needed.
Simply put, Plannr’s modern, open API and our culture of connection is defining the way for how integrations should work in our industry.
Find out what we are all about in our API documentation guide, and if you’re getting started integrating with us, here is our How-To guide.
Access our full API via our Plannr Documentation here: