Speed. Integration. Capacity. It’s what every advice firm is chasing – but most platforms still make you jump through hoops. This month, we spotlight the tech making real strides in reducing admin, unlocking capacity, and getting clients over the line faster.
Here’s what’s hot this July 👇
Transact x Plannr: Faster Onboarding, Finally
If onboarding feels like death by paperwork, this update might be your moment of relief. Transact and Plannr Technologies Limited have teamed up to deliver an integration that automates client setup and dramatically reduces time to submission.
What’s in it: • Pre-population of Transact app forms via Plannr CRM • Seamless digital consent and ID verification • Straight-through processing (finally!)
💭 What this means for you: Think fewer manual touchpoints and faster turnaround for new business. If your team is still toggling between CRM, platform, and email trails just to open one account, it’s time to rethink your onboarding tech.
🔗 Read the full Transact + Plannr update
AdviserSoftware’s New AI Guide: One to Bookmark
There’s no shortage of AI noise – but this guide is worth your time. AdviserSoftware.com has launched a monthly AI-focused feature to help firms cut through the hype and understand where AI genuinely fits into their advice process.
💭 What this means for you: Whether you’re dabbling with AI for factfinding or client comms – or still figuring out what’s hype and what’s helpful – this guide can be your shortcut to clarity.
Facing a Capacity Crunch? Tech Might Be Your Exit Route
A standout piece from Professional Adviser highlights how advice firms are responding to rising demand and limited internal capacity – and yes, smart tech is the common thread.
From client triage tools to simplified workflows, the shift is clear: capacity isn’t just about hiring more people. It’s about making the people you already have more effective.
What this means for you: Think less about headcount and more about headspace. What’s eating up your team’s time – and is there tech to take it off their plate?
Final Thought: Smart Tech Isn’t Optional – It’s Strategic
If your tech doesn’t reduce friction, it’s not doing its job. Advisers don’t need “innovation.” They need: • Less rekeying • Faster onboarding • Cleaner compliance trails • Tools that earn back hours – not cost them
At We Complement, we work with firms who want exactly that. Tech that works for advisers, not the other way around.
📬 hello@wecomplement.co.uk 💬 Or drop us a message right here – we’re always up for a conversation about smarter operations.
