SmartSearch has launched a strategic partnership with CRM and back-office platform, Plannr.

The integration will bring SmartSearch’s anti-money laundering (AML) verification and monitoring technology and Plannr’s platform together.

SmartSearch, which uses data from Equifax, Experian and TransUnion, said the move will enable financial planning firms to carry out compliance checks and client onboarding processes within their day-to-day workflows.

The integration will also enhance the compliance capabilities available to Plannr users, with the SmartSearch solution incorporating a triple bureau approach to electronic identity verification and AML checks.

Partnership director at SmartSearch, Kerry Cleary, said: "We’re delighted to be partnering with Plannr to bring a new level of automation and simplicity to AML compliance in the financial planning space.

"This collaboration allows firms using Plannr to streamline their compliance obligations, reduce risk, and remain confidently aligned with regulatory standards—all from within one integrated platform."

Chief technical architect at Plannr, Gareth Thompson, added: "This integration has been highly anticipated, and we're delighted to have partnered so effectively with SmartSearch in pursuit of our quest to bring expert advice tools under one roof.

"By enabling seamless data sharing across platforms and eliminating the need for re-keying, we're significantly boosting adviser efficiency and reducing manual entry errors. Thanks to SmartSearch’s robust API and Plannr’s modern, open architecture, the tools now work in perfect harmony with one another, delivering a truly streamlined experience with everything advisers need in one place."

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