Saturn AI integration is now live! 🎉

Saturn combines data through industry specific integrations, and increases value provided to clients with purpose-built AI that puts customer care and innovation at the centre of your business.

Designed to empower the heroes of Financial Advice across your business.

Financial Advisers - Maximise the time you spend with clients through comprehensive meeting support and client data insights.

Paraplanners - Remove the administration burden on collecting information and focus on being the technical resource you are. Enable more clients to achieve their financial goals through Suitability and Review Report support

Compliance - Proactively detect and manage risks across the business with quality data through Vulnerability Detection, File Checking and Training & Competency systems.

Check out their Website for more information and to schedule a meeting with one of their team! If you’re already a Saturn user, simply tell them you’re with Plannr and they’ll switch the integration on for you!