SmartSearch has formed a strategic partnership with Plannr to integrate anti-money laundering (AML) verification and monitoring technology into Plannr’s CRM and back-office platform for financial planners and wealth management firms. The integration allows financial planning firms to carry out compliance checks and client onboarding processes within their existing workflows, the companies said in a news release.
The integration of SmartSearch‘s digital AML and compliance tech was designed to enable automated AML and ID checks triggered directly from the Plannr interface and speed client onboarding, the companies said in the news release.
“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,” Kerry Cleary, partnership director at SmartSearch, said in a news release. “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.”
