We’re excited to announce that UK AML background checks are now available in Plannr through our brand new integration with the powerful SmartSearch platform! This marks a major milestone for Plannr, one we've been really eager to bring to life. It's another big step toward making Plannr your all-in-one solution for managing the entire client journey!

This is a robust, two‑way integration so you can initiate AML checks directly from the client record. All your client data is automatically pulled in (no re‑keying needed! 💪🏼) while SmartSearch delivers real‑time UK KYC, PEP, sanctions and due diligence screening with market‑leading match.

Once completed, the full report will be saved straight to the client’s documents area, giving you a complete audit trail from start to finish, making compliance smoother than ever.

Here’s a quick tour of the new functionality! Check it out and head to the Addon store today to enable your integration 🚀

As always if you need any help or support, check out our support guide for your step by step instructions to get started.