- professionaladviser.com
VouchedFor partners with Plannr to integrate client survey tool
The first stage of the integration will automatically send feedback requests throughout the client's journey. The firms said future developments could include pushing client feedback data back into ..…
- ifamagazine.com
VouchedFor announces Elevation survey integration with PlannrCRM to help advisers get more value from client feedback
VouchedFor, the leading review site for financial and mortgage advisers, has partnered with Plannr to integrate their enhanced client survey tool, Elevation, into PlannrCRM. The move is the start of a…
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