Plannr Technologies Limited

🎉 🎉 🎉 Exciting news, our team is growing! We've recently welcomed 2 new joiners to the team here at Plannr 🎉 🎉 🎉 First up, we've welcomed the insanely brilliant Angel Martinez to Plannr to bolster our talented data migration team. Angel joins Plannr, bringing with him over 18 years of experience in the financial sector, having worked with some, if not all the financial planning CRMs on offer within the UK market! He is an all-rounder when it comes to data. From creating and shaping data migration procedures, getting his hands dirty and delving into complex databases and creating processes and procedures to cleanse data ready to import. To add, he has aided numerous clients on their data journey through empathy, knowledge and understanding of the implementation process. We're excited to bring his wealth of experience into the team. Secondly, we're super excited to share that Cristina Stefan is joining on Monday to further enhance our front-end engineering team. Cristina will be working on a number of significant technology projects here and will be working really closely with both our API and integrations team too. Welcome to the family Angel and Cristina! 🎉🎉🎉

Wanna meet another of the Plannr gang? This time it’s one of our epic API developers, the master that is Craig Potter! Check out the vid and find out why we think he’s so great!

We're very excited to announce that we're working on an integration with Plannr Technologies Limited, which will enable advice firms to automate client feedback invitations. You can join the waitlist here: https://lnkd.in/espcvrTa Thanks Professional Adviser for the coverage.

My thought for Sunday, I read this somewhere on LinkedIn, can’t find it now but found an image so I thought would share whilst reflecting on my week over a coffee. #warrenbuffett #truepower

💫 Let’s meet another member of the Plannr Team! 💫 We hope you love finding out a little bit more about us here at Plannr! This week’s fun facts come from our Head of Implementation, the inimitable Lysa Heaton !

It's been a hot minute since the last time we posted some stats about Plannr but we thought we would create a little update. Grab a cuppa, it's worth a watch! The explosion of growth is all down to our users getting involved in helping shape the product, so big thanks to you all for the constant collaboration. If you've not seen Plannr and fancy taking a peek, head on over to https://lnkd.in/eEy25V4G and we'll sort you out with a demo.

Our team is growing! Absolutely thrilled to share that Gary Winslow has joined Plannr as Head of Operations. Welcome to the team chap, we're all really looking forward to working with you! 🎉🎉🎉🎉 https://lnkd.in/erUVCVJJ Also super excited to share that Ben Carr has joined our engineering team too and is already making a great impression🧑💻! Happy Tuesday all!

If you're a Transact user you can now pull income reconciliation data into Plannr automagically!

🤠 Yeehaw! It's time to meet our Head of Engineering here at Plannr! The incredibly talented Sam Carré - find out more below! 💫

Great news! New integrations with Saturn AI and Paraplanning Online have been released this week - yet more opportunities to pack a planning punch with great tools and resources at your fingertips, all seamlessly within Plannr! Check out the details on our Community pages here: https://lnkd.in/eQb5mRgP Yay!