Plannr has announced an integration with connectivity tool, ZeroKey.

The CRM for financial advice firms provides free flowing data between platforms and adviser tools within one back-office system, removing the need for rekeying and improving adviser efficiencies.

Plannr said that a lack of integration and the need to manually key client data is frequently cited as a pain point by financial advice firms.

The firm said the new integration, which is now live and available to use, immediately connects it to a range of third-party technologies, enabling client data to move from one system to another.

New connects for Plannr include multiple investment platforms for the purpose of account opening, such as Quilter, Aberdeen, Fundment and Fidelity.

Co-founder and chief technology officer at Plannr, Gareth Thompson, said: "We’re thrilled to unveil this much-anticipated integration with ZeroKey. By facilitating effortless data exchange between systems and removing the need for duplicate entry, we’re greatly enhancing adviser productivity while minimising manual inputting errors. This development broadens the range of platforms and advice tools available to our users, with data accuracy remaining the highest priority."

Co-founder and chief executive officer at ZeroKey, Joseph Williams, added: "Building individual point-to-point integrations can be a challenge for many reasons, especially when you have a core product to build, maintain, and enhance. We’re therefore delighted that Plannr has decided to adopt our scalable solution to complement their existing integration strategy and achieve greater connectivity, which will only continue to evolve."

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