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Defaqto builds two-way integration with CRM provider Plannr

By Gloria Methri

June 12, 2023

  • CRM
  • CRM System
  • Defaqto

Defaqto, CRM, Market Intelligence, FinTech, Plannr, Defaqto EngageFinancial product and market intelligence company Defaqto 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 advisers who use the FinTech platform.

Defaqto Engage helps advisers 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 offer a single, seamless customer journey with a consistent interface and methodology. It will launch later this year, in line Defaqto’s commitment to enabling more choices for advisers wanting to access industry-leading software.

John Milliken, Defaqto CEO said, ‘’This integration is part of a journey towards delivering a seamless, compliant journey for the intermediary financial advice market. Plannr’s CRM capability delivers powerful efficiencies for advisers throughout the journey, whilst the application of a consistent dataset and methodology will also reduce compliance risk and improve suitability. Plannr has built a beautifully intuitive CRM system that is easy to use, modern, and infinitely scalable and we are confident that this partnership will further strengthen both businesses.

“Access to quality financial planning technologies is essential in helping everyone to make smarter financial decisions, enabling financial intermediaries and product providers to improve the suitability and deliver better consumer outcomes.’’

Gareth Thompson, CTO at Plannr added “Defaqto’s solution has been created and tested by a dedicated cohort of advisers and crafted by a team of skilled, modern, developers. As part of this process, our users identified Defaqto Engage as a key integration partner and we are delighted to build this integration for the benefit of the users of Plannr and Engage. We look forward to continuing to work collaboratively with the Defaqto team on future enhancements.”

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