Plannr

Sep 22, 2022

22nd September 202211:36 am iPipeline has partnered with adviser start-up firm Plannr to boost the digital signature process for users and enhanced client administration. The partnership will see Plannr integrate iPipeline’s AlphaTrust, its digitisation and e-signature platform. Plannr is a customer relationship management (CRM) firm which was set up by a kick-starter campaign among future users. It is designed to meet the specific requirements of today’s advisers. iPipeline product strategy director Paul Yates said: “As advisers look to become more efficient, save time, and reduce costs for their businesses, they will increasingly turn to technology for support. Plannr is designed to enable advisers to do business better, and with the integration with AlphaTrust, the system will enhance and speed-up our seamless, digital processes for users. “This integration will help firms improve their service to clients. Week-long paper and signature processes can be replaced and completed in an instant, through an easily configurable workflow that can be deployed quickly – saving time and effort both within the business and for its clients. What is more, it delivers a full audit, evidencing what activity is done when and by whom.” The process software has already been adopted by several advice firms including Annetts & Orchard, Clear Vision, and Goodmans. Plannr Technologies director Nick Harper said: “By using AlphaTrust’s enhanced capabilities, Plannr users can add electronic signatures to documents with a couple of mouse clicks. With the pricing model AlphaTrust offers, we have removed monthly service fees and implemented a simple pay-as-you-go charge, this is a radical change from the alternate offerings available.”