iPipeline has announced a partnership with Plannr, a new adviser Customer Relationship Management (CRM) organisation.
The development of Plannr was funded in part by a kick-starter campaign amongst future users and is designed to meet the specific requirements of today’s advisers.
As a first step, Plannr will integrate iPipeline’s AlphaTrust, a process digitisation and e-signature platform. This is designed to significantly speed up the digital signature process for users, creating an improved service and enhanced client administration.
“As advisers look to become more efficient, save time, and reduce costs for their businesses, they will increasingly turn to technology for support. Plannr is designed to enable advisers to do business better, and with the integration with AlphaTrust, the system will enhance and speed-up our seamless, digital processes for users,” said Paul Yates, product strategy director at iPipeline.
Yates added: “This integration will help firms improve their service to clients. Week-long paper and signature processes can be replaced and completed in an instant, through an easily configurable workflow that can be deployed quickly – saving time and effort both within the business and for its clients. What is more, it delivers a full audit, evidencing what activity is done when and by whom.”
Nick Harper, director at Plannr Technologies, said: “By using AlphaTrust’s enhanced capabilities, Plannr users can add electronic signatures to documents with a couple of mouse clicks. With the pricing model AlphaTrust offers, we have removed monthly service fees and implemented a simple pay-as-you-go charge, this is a radical change from the alternate offerings available.”
