In what it hopes will deliver a "fully integrated platform" Söderberg a& Partners has picked Plannr to provide its back office services.
It comes a month after Plannr launched the service in a bid to shake up the market.
Nick Raine, CEO of Söderberg & Partners Wealth Management said: “Having reviewed a number of the players in the market, we are excited to be working with Plannr to deliver a fully integrated platform.
"Plannr’s open API approach will allow us to achieve the goals we have set ourselves of providing real efficiencies to our partner firms.”
Outlining its reasons for choosing Plannr as its preferred partner, Söderberg highlighted the ambition and quality of output from the team at Plannr matches that of the Söderberg team.
The firm said integration into from legacy systems over to Plannr is already underway and it expects the partnership to reduce costs and complexity.
Walter Nunez Ovtcharenko, head of global innovation at Söderberg added: “Our partnership with Plannr is the latest in a line of tech partnerships the business has planned as we strive to bring innovation, cost savings and choice to our adviser clients.”
In November, the firm added performance reporting tool from Morpheus Wealth and a partnership with Seccl.
Gareth Thompson, Plannr CEO, added: “It’s a natural fit as we share the same passion of reducing complexity, driving efficiency, and reducing costs for IFA and wealth management firms.”
tara.o'connor@ft.com
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