Family office software with Plannr CRM integration

Super connects seamlessly with Plannr CRM to help family offices and wealth managers unify data, automate reporting, and streamline operations — all in one platform.

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What is the Plannr CRM integration?

Our Plannr CRM integration allows family offices to connect Plannr CRM directly with Super. By syncing CRM data into a single dashboard, you gain clarity, precision, and real-time insights across your entire portfolio.

Gain real-time insights with Plannr CRM data visible in dashboards and portfolio views.

Consolidate Plannr CRM accounts alongside banks, custodians, and other data sources.

Automatically fetch data from Plannr CRM.

Centralise your reporting including Plannr CRM included.

How Plannr CRM works with Super

Super connects directly to Plannr CRM, pulling your data into one platform so you can track, report, and manage it alongside all your other assets.

Save time with automated data flows.

Improve accuracy across assets and liabilities by including Plannr CRM data.

View consolidated reports directly in your Super account.

Support better decision-making with up-to-date Plannr CRM data.

Benefits of integrating Super with Plannr CRM

Connecting Plannr CRM with Super unlocks time savings, accuracy, and clearer reporting — helping family offices make better, faster decisions.

Unify reporting by consolidating Plannr CRM data with banks, custodians, and other systems in one dashboard.

Eliminate manual exports and imports from Plannr CRM.

Reduce errors and maintain reliable reporting with data directly from Plannr CRM.

Grow your operations without adding extra admin work.

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