Really excited to announce the launch of this long-awaited integration; the gang at ZeroKey have been working hard and we have now have their incredible tools at our disposal in Plannr.

Here’s the headlines!

Start eliminating manual data entry

ZeroKey is specifically designed to provide you with super easy access to your clients' data, plus the ability to push it from PlannrCRM into third-party tools without any manual data entry – helping you save time and retain data integrity.

Platform connections include:

• Transact

• Fidelity

• Aberdeen Wrap

• Quilter

• SS&C Hubwise

• Fundment

• 7IM

• Aviva

• M&G Wealth

Additional connections include:

• Origo Unipass LoA

• Pension Lab

• Fintegrate

• Lang Cat Analyser

• Mabel Insights

• Voyant

• FE CashCalc

Head to the addon store now to enable the integration - simply follow the steps in the setup instructions to get started.

It’s a huge time-saver, a big win for accuracy, and one less thing to worry about when it comes to data wrangling between platforms.