The integration reduces rekeying for advisers looking to harness the power of hyper-personalized advice

Austin TX – August 6, 2024 – Voyant, a comprehensive financial planning tool, has partnered with Plannr, a collaboration of smart advisers and bright developers, to provide a more streamlined CRM experience for wealth managers and financial professionals.

The integration will automate the import of data from Plannr into Voyant, reducing the time and effort required for manual data entry and minimizing the errors advisers might experience when rekeying information. By allowing record imports, merges, and updates, advisers can improve time efficiency, reduce errors, and ensure premiere data consistency for annual reviews.

"At Voyant, we’re committed to leveraging cutting-edge technology to provide our advisers with the tools they need to do their best,” said Dave Kaufman, CEO of Voyant. “Integrating with Plannr will enable advisers to better deliver hyper-personalized advice and exceptional client service.”

The integration allows advisers to focus more time on providing value to their clients, and less time on redundant administrative tasks with a ‘best-in-breed' solution.

About Plannr

Plannr is a U.K.-based CRM solution that is a collaboration of smart advisers and bright developers. With its robust functionality, Plannr empowers advisers to drive efficiencies and streamline their workflows. Designed with precision, Plannr makes administrative tasks easier, faster, and more effective, helping advisers to focus on delivering exceptional client service and grow their business.

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