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https://plannrcrm.com/

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SmartSearch and Plannr partner to streamline AML for wealth management firms

SmartSearch and Plannr Partner to Deliver Seamless AML Compliance for Wealth Management Firms

July 10 2025

SmartSearch, the UK’s leading provider of digital anti-money laundering (AML) and compliance solutions, is pleased to announce a strategic partnership with Plannr, the modern CRM and back-office platform built specifically for financial planners and wealth management firms.

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Defaqto Plannr

Defaqto Announces Deep Technology Integration With New CRM Provider, Plannr

June 12 2023

Defaqto, the UK’s most trusted source of financial product and market intelligence, today announced that it […]

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