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.

Plannr

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Smartsearch is backed by multiple data sources, accreditations, and 7000+ businesses
Experian
Equifax
Data Partmers (2)
Dow Jones
LSEG (3) (1)
bsi (2)
Accreditations
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Financial times award
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Mason-Owen
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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: 

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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

How our resources can support you

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    Resource library

    Explore our resource library for expert guides and tools to support your compliance processes.

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    Blogs

    Discover our latest blog posts for expert tips, features, industry trends and more.

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    Contact us

    Speak to one of our AML and compliance experts.
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