Välkommen till vår familj Söderberg & Partners!
We're delighted to be selected as Söderberg & Partners' back-office partner.
moneymarketing.co.uk/news/soderberg…
Plannr CRM
@plannrcrm
Your CRM made beautifully simple. We're building what advisers want from a modern back office solution.
- We thought ahead about all the financial planning frustrations you want to leave behind. Sign up for a free demo of our revolutionary adviser CRM. plannrcrm.com/get-started CRM made beautifully simple
- Good morning all!A new CRM provider, Plannr Technologies, has today launched to the intermediary market. @plannrcrm bit.ly/4a0Xm4B
- Looking for more buzz in your business? We’re thrilled to introduce exactly what you seek to make that happen. A beautifully simple, compatible, accessible new back office software solution that’s getting adviser movrs and shakrs quite excited. plannrcrm.com/get-started
