Streamline AML Compliance with Plannr & SmartSearch
Efficient AML Compliance Within Your CRM
SmartSearch has partnered with Plannr, a beautifully simple, fintech-powered CRM and automation platform built specifically for financial advice firms. Plannr delivers no-code automation workflows, document and form building, secure client portals, real-time income reconciliation, and industry-leading API integrations—connecting case management, fact-finds, provider feeds, and reporting into a unified system.

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An all-in-one and easy to use AML platform
SmartSearch offers an extensive AML compliance platform that would provide you with the functionality you need for completing AML screenings of all types. The AML checks you can make with SmartSearch technology include:






It is reassuring to know our members are in good hands with the SmartSearch team and we are positive that our ongoing partnership them will ensure members continue to benefit from the confidence in complete compliance they have become accustomed to over the last decade.
SimplyBiz
Group Compliance Director
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