Plannr, the modern CRM for financial advice firms, has announced a new integration with Welsh fintech ZeroKey — a significant step towards eliminating manual data entry and improving connectivity across adviser technologies.

ZeroKey, headquartered in Wales and founded by the team behind CashCalc, delivers a scalable connectivity solution that enables financial advisers to move client data between systems without re-keying. Its partnership with PlannrCRM, an API-first platform, is designed to simplify operations and improve data accuracy across the advice journey.

The live integration gives Plannr users access to a wide network of platforms and tools, allowing for seamless transfer of client data from one system to another — removing a major operational pain point.

New Connections Include:

• Investment Platforms: Quilter, Aberdeen, Fundment, Fidelity
• Adviser Tools: Origo’s Unipass Letter of Authority, Fintegrate, Voyant, 7IM, Transact, FE CashCalc, Aviva, and more

Gareth Thompson, Co-founder and CTA at Plannr, 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.”

Joseph Williams, Co-founder and CEO of ZeroKey, 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 PlannrCRM has decided to adopt our scalable solution to complement their existing integration strategy and achieve greater connectivity, which will only continue to evolve.”

To get started, Plannr users can activate the integration directly from the Addon Store or visit www.plannrcrm.com for more information.