Swedish wealth manager Söderberg & Partners has partnered with specialist CRM provider Plannr Technologies as the back-office provider for its tech stack.
Plannr, which entered the UK intermediary market earlier this month, recently launched the Seccl integration which also forms part of Söderberg's offering.
The migration of Söderberg invested companies from legacy systems to the Plannr’s solution is already underway, designed to reduce both cost and com...
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