Plannr Technologies
About Plannr Technologies
Plannr Technologies provides a customer relationship management platform for financial advice and wealth management firms. The company offers integrations for anti-money laundering compliance and financial product research to streamline advisory workflows. Recent coverage has focused on strategic partnerships and technology integrations within the wealth management sector.
FF News has published 2 stories featuring Plannr Technologies since 2023, most recently "SmartSearch and Plannr Partner to Deliver Seamless AML Compliance for Wealth Management Firms" (10 July 2025).