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Plannr Technologies Ltd offers a “financial CRM” — more precisely, a client and operations management platform for financial advisers, IFAs, and wealth management back-office teams, rather than a traditional payment gateway. It brings contacts, cases, tasks, documents, fact finds, forms, Group Schemes, revenue reconciliation, and report exports into one system, with the goal of reducing manual back-office work for advisory firms.
In terms of service type, Plannr covers financial CRM, client portals, workflow automation, document generation, data import/export, Group Scheme management, and income/remuneration reconciliation. On payment methods, the available text does not disclose card, wallet, or acquiring capabilities. Its “payment” relevance mainly comes from fee plans, charge schedules, expectations, Provider/Bank receipt uploads, automated matching of provider statements, revenue splits, and allocations among third parties, advisers, employees, and clients. Settlement timing is not stated. On compliance, the text only mentions data protection scenarios, SmartSearch AML check integration, compliance reporting, and outsourced partners for FCA returns; it does not disclose Plannr’s own licences or certifications.
Core subscription pricing is not disclosed. Publicly listed onboarding services include the Startr Pack at £299+VAT, Concierge onboarding from £1,990+VAT, and the Discovery Package at £7,000+VAT, which includes 10 licences for 3 months, consulting, and migration assistance. Integrations are a highlight: the page lists 46 integrations, covering valuation or remuneration feeds from 7IM, Abrdn, Aegon, AJ Bell, Aviva, Fidelity, Nucleus, Quilter, Royal London, Transact, Zurich, and others, as well as tools such as SmartSearch AML, Qwil Messenger, Genovo, Defaqto, and PlannerPal.
Its strengths are closely aligned with financial adviser workflows: automation can trigger client onboarding, annual reviews, and task handoffs; revenue reconciliation can handle provider statements, bank receipts, and revenue splits; and reporting supports CSV, XLSX, JSON, ZIP, and PDF. The drawbacks are the lack of public information on subscription fees, geographic coverage, API documentation, SLA, and regulatory credentials, and the fact that it is not a general-purpose payment processing platform. It is best suited to UK wealth management or financial planning teams that already have established adviser workflows and need to consolidate client data and revenue reconciliation.
The source text does not provide information on mainland China network access, Chinese language support, local payment methods, or RMB settlement, so china_access can only be assessed as unknown. Chinese teams looking for similar capabilities could evaluate Salesforce Financial Services Cloud, Intelliflo, Xplan, or Wealthbox. If the requirement is payment acquiring, they should instead consider Stripe, Adyen, Checkout.com, or locally licensed payment institutions.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on plannrcrm.com official site.
plannrcrm.com is an United Kingdom Payments provider. TG4G tracks its product information, an overall rating of 8.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach plannrcrm.com directly.