Söderberg & Partners has selected specialist CRM provider Plannr Technologies as the back-office provider for its preferred tech stack.
Outlining its reasons for choosing Plannr as its preferred partner, Söderberg highlighted that the ambition and quality of output from the team at Plannr matches that of the Söderberg team.
Plannr, which entered the UK intermediary market earlier this month, recently launched the Seccl integration which also forms part of the Söderberg tech stack. The migration of Söderberg invested companies from legacy systems to the Plannr’s solution is already underway, introducing reductions in both cost and complexity.
Söderberg has confirmed that, whilst a deep two-way integration will be built between its systems and the Plannr solution, a basic data feed to other back-office tools will remain in place.
Nick Raine, CEO of Söderberg & Partners Wealth Management said: “Having reviewed a number of the players in the market, we are excited to be working with Plannr to deliver a fully integrated platform. Plannr’s open API approach will allow us to achieve the goals we have set ourselves of providing real efficiencies to our partner firms.”
Walter Nunez Ovtcharenko, Head of Global Innovation at Söderberg & Partners, added: “Our partnership with Plannr is the latest in a line of tech partnerships the business has planned as we strive to bring innovation, cost savings and choice to our adviser clients.”
Nick Harper, Co-Founder of Plannr, said: “We are delighted to have been appointed by Söderberg as part of their tech stack, following a very thorough selection process. This follows our engagement with their clients and Söderberg’s technical team to flesh out the most effective solution to their invested companies’ needs.”
Gareth Thompson, Plannr CEO, added: “We are very excited to be working with the technical team at Söderberg. It’s a natural fit as we share the same passion of reducing complexity, driving efficiency, and reducing costs for IFA and wealth management firms.”
This collaboration marks the latest in a series of tech partnerships by Söderberg & Partners following its addition of a performance reporting tool from Morpheus Wealth and a partnership with Seccl announced in November last year.
