Customer-relationship management (CRM) platform Plannr has announced the initial phase of its integration with Seccl, the embedded investment platform owned by Octopus.
The announcement was made at the Empowering Advice Through Technology event in London today (30 January).
The new integration enables financial advisers and their teams to set up client accounts on a Seccl-powered platform directly within Plannr.
It also allows users to generate and display platform-created product illustrations without leaving the CRM. Illustrations can be produced in under two minutes with as few as three clicks.
This release marks the first step in a broader integration project. Future developments will enable advisers to open accounts online, automatically reconcile firm income and allow clients to top up their investments independently.
Plannr chief executive Gareth Thompson highlighted the speed and efficiency of the development process.
“The fact that we could build this in as little as ten days demonstrates how quickly the market can evolve when genuinely API-first technology providers collaborate. While this already challenges the industry’s perception of CRM and platform integration, it is just the beginning.
“Our vision is to transform the entire advice process, allowing financial planners to complete all key tasks from their back-office system, eliminating the need for a separate platform interface. It’s an ambitious goal, but one that is months, not years, away.”
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The UK arm of Söderberg & Partners has already adopted this integrated approach, having partnered with both Plannr and Seccl last year.
Nick Raine, UK CEO of Söderberg & Partners, welcomed the development. “When we embarked on this journey, we were clear that our chosen technology providers had to be genuinely flexible and integration-friendly.
“Our goal is to create a fully end-to-end solution for advisers, where seamless integration eliminates the need for rekeying. This marks a significant step forward for the UK adviser market, improving both client experience and adviser efficiency.”
Seccl CEO David Ferguson emphasised the potential impact of the integration, criticising the traditional divide between platforms and CRMs.
“To date, platforms and CRMs have engaged in an unnecessary battle for control over the adviser experience, offering only surface-level integrations. This has left financial professionals struggling to manage both systems in parallel.
“But it doesn’t have to be this way. A more unified approach is possible, where the platform integrates seamlessly into advisers’ workflows, reducing reliance on standalone interfaces. That future is no longer theoretical — it is happening now.”
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