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MOBILE & TELECOMMUNICATIONS | Mobile Software & Services / Social
useplannr.com

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Stage

Acquired | Acquired

About Plannr

Plannr is a Seattle-based startup touting social scheduling solutions for platforms including Apple's iPhone.

Plannr Headquarter Location

Seattle, Washington, 98060,

United States

Latest Plannr News

Tech start-up Plannr launches browser plugin for advisers

Nov 30, 2021

30th November 202112:30 pm Tech start-up Plannr has launched a new browser extension to save financial advisers time by automatically filling out online forms. The plugin connects to an adviser’s Plannr account directly using its public application programming interface (API). It will automatically fill out forms, meaning data such as client information does not have to be re-keyed. The plugin will allow the customer to map out a provider form, for example, into a “recipe”. This recipe is responsible for telling Plannr what each form input is for, for example first name or last name. After the recipe has been created once, it is saved for all future occurrences and is automatically detected when a financial planner visits that website again. Further, recipes created can be published to all Plannr users, allowing it to build up a catalogue of community-made website recipes which people can use as soon as they join it. If they need to fill out an insurance document for a provider, the recipe may already exist for them, saving yet more time. Plannr head of engineering Sam Carre told Money Marketing development of the browser extension started around three weeks ago. “We have got past our initial prototyping phase and now have our first very early version of the extension working,” he said. “We think that the browser extension will be a huge time-saver for financial planners because they don’t have to worry about copying and pasting data from one website – for example, their current [customer relationship management system] – to another,” he added. “This extension solves the industry-wide problem of incorrectly re-keyed data.” Not every provider or financial institution allows direct integrations via an API or, if they do, integrations can take quite a long time. “Our browser extension doesn’t require any intervention from the provider or financial institution that you are keying data into, you can do it all yourself,” said Carre. The browser extension has been built on the same public API that is available to every single customer of Plannr, and any developer if they choose to build an integration to Plannr. “It hasn’t taken long to develop. This is partly because browser extensions have been around since 1999 and we are very surprised that no one in the industry has built one before,” said Carre. “We are super excited to share what it can do to help financial ‘Plannrs’.” Plannr is a newly established company whose team has more than 15 years in the financial profession, building data-driven tools for advisers, providers, and brokers. It is made up of some of the team in Codepotato Limited – a data-driven web development agency for the financial world.

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