Fintel makes first investment through early-stage technology investment incubator, Fintel Labs
Summary
This integration will allow advisers to store customer data, create workflows, conduct financial planning, cash flow analysis, create suitability reports, and publish to a dedicated customer portal, delivering one solution for modern advisory businesses.This investment follows rapid expansion of Fintels technology and data footprint as the business continues to grow its revenues and earnings.Plannr represents the best of modern thinking and cutting-edge development. The technology has been designed by advisers and crafted by the skilled developers at Plannr to be beautifully intuitive, easy to use, and infinitely scalable. Plannrs powerful CRM capability has the potential to unlock important efficiencies, streamlining the advice journey and improving suitability for consumers. Fintels reputation for innovation and its unrivalled market reach makes it a perfect partner as we refine and scale our offering to define a new era of financial planning CRM. Financial products are expertly reviewed by the Defaqto research team and are compared and rated based on their underlying features and benefits.