Defaqto Engage now connects with Plannr’s customer relationship management technology for advisers, planners and wealth managers.
The integration will allow advisers to transfer client product and fund information from Plannr to Engage, with resulting research and reports from Engage sent back to Plannr.
The integration will enhance the choice of back-office provider for advisers, Defaqto said, and is the first step in development between Engage and Plannr after Fintel acquired a 25% stake in Plannr in June. The announcement also follows recent expansions to the Engage platform, including the launch of product and platform switching and Consumer Duty profiles.
Glenn Porter, chief commercial officer at Defaqto, said: “When advisers link their Plannr account to Engage, they will be able to search for their clients in Engage and select the client’s appropriate plans. They can then perform research within Engage, either on the Plannr plans or create new research on Engage. On completion of the research, applicable products, funds, and documents post back to Plannr, driving efficiency and simplicity, avoiding the need to re-key information into different platforms.”
Porter said the integration was the beginning of its partnership with Plannr.
He added: “Together, we will develop more advantages for those using both Engage and Plannr. We believe that helping advisers and their clients to make smarter financial decisions relies upon maximising the efficiency of adviser workflows so that they can focus on the very best outcomes for clients.”
