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Your CRM made beautifully simple

With the help of over 80 advice businesses we’ve crafted an open and modern alternative to the traditional back-office system. 

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Spend less time doing more

Your time is precious. Use our automation engine to free up time so you can spend more time with clients and less time on repetitive admin tasks.

Automate onboarding

Use our automation engine to streamline your client onboarding experience.

Consistent client outcomes

Automate your business processes to ensure that every client is treated in an identical way.

As simple as drag-and-drop

Our elegant automation interface is as simple and dragging process blocks into your process diagram.

Easy secure communication

Communicate securely with your clients, team or third-party service providers all from within Plannr. Encrypted to bank-level encryption, your messages and documents are safe and secure.

Branded client portal

Share the progress of financial goals, messaging, documents, tasks, valuations and fact-finds all through your beautifully branded client portal. Oh, and it’s included in the license for Plannr too.

Smart document generation

Pull client data into your existing document templates with smart placeholders. Generate them all online, without any plugins or third-party tools.

We play nice via our open modern powerful easy free json comprehensive api

We integrate with various tools & platforms and keep adding more!

Fundment
Voyant
Transact
Alphatrust
AJ Bell
Nucleus

All the features you need

Automations

Automate processes, communication & integrations with our visual engine

Bank-level encryption

We keep your data safe using the same encryption technologies as financial institutions

Branded Client Portal

Wow your clients with a gorgeous, branded client portal packed with features you want

Built-in Auditing

Plannr automatically records any interaction for auditing purposes

Case Management

Keep notes, tasks, document and messaging all in one place.

Client Groups

Control who has access to clients and their data

Custom Fields

Need an extra piece of data? No problem, create unlimited custom field

Customisable Fact-finds

Enable sections, fields and the order of fact-finds easily

Document Storage

Secure, encrypted online storage and file sharing between you and clients

Form Builder

Survey clients, set up enquiry forms or anything you can imagine with plannr

Fully Open API

Access every field of data via our open, REST JSON API

Goal Tracking

Display and track the progress of client’s goals with Plannr

Income Reconciliation

Effortlessly keep track of your income with our reconciliation tools.

Notes with @mention

Jot down important notes and include colleagues with @mentions

Real-time Secure Messaging

Secure, encrypted real-time messaging with clients and third-parties.

Reporting

Built in reports, with custom reporting features available

Tasks and Workflows

Keep track of things to do, with workflows to speed up frequent work

Team Management

Add colleagues, set up groups and control access

Time Tracking

Report on time spent within the team easily with Plannr

Valuation Feeds

Automatically keep asset values up to date with our suite of integrations

"This gives us smaller firms the ability to not only match the large nationals with teams of IT bods, but actually have a slicker tech stack and process"

Tom Orchard
Director at Annetts & Orchard

Still have some questions?

Can’t find the answer you’re looking for? We’re happy to answer any other questions you might have.

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