Skip to content

Your CRM made beautifully simple

Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession.

An interface you'll love

Designed to be beautifully intuitive

App screenshot

Packed with plenty of punch

Everything you would expect and more

All the functionality you need to run a modern advice business and plenty of unique features to drive efficiencies.

Document generation & storage
Upload your current templates, drop in some data placeholders and watch them become supercharged templates.
Bank-level encryption
We're serious on security. Encrypted using AES256, Plannr is a safe home for your clients and their data.
Tasks & Workflows
Whether you're creating a task ad-hoc or using your workflows, Our task system is all the power without the complexity.
Instant Income Reconciliation
No more waiting for overnight processes - our income reconciliation engine is real-time and ready to start matching income.
Online fact-finds
Flexible and easy to build, our fact find engine makes gathering client information a breeze, time and time again.
Electronic Signatures
Signed, sealed, delivered! Using our powerful document builder you can request signatures in a couple of clicks.
Automation Engine
Turn hour-long business processes into automations that take mere seconds to our engine to complete for you.
Provider feeds
Hook up your provider feeds effortlessly using our wonderfully simple addons and see realtime values arrive automagically.
Reporting
Use our powerful filters to build reports and exports at the touch of a button. Save frequently used reports as templates too.
Easy import tools
Validate and import your data using our powerful import tools that can learn from files you've imported before.

Feature spotlight

Tech that helps you work smarter, not harder.

Our automation engine and workflow tools can radically reduce the amount of man-power required to wow your clients.

Product screenshot
Save time & costs.
Use our automation engine to streamline your business processes and introduce autonomy.
Standardise your processes.
Use workflows to guide your team through standardised, repeatable processes.
Easy as pie to master.
Change, evolve and iterate your processes by using our drag and drop interface.

You're in good company

Advisers love what Plannr delivers

“Plannr already does way more for us than our previous system and still has so much more to come. The best part is the flexibility to use it how we want to, so that we can take the base product and customise it to our way of working.”

Tom Orchard
MD @ Annetts & Orchard

"Our best feedback is one from a Barrister client, which to us summed up our own feelings when researching a web based CRM solution - "I'm in and it looks great! I have many, many(!) online portals for docs and comms, and this already looks smarter, more friendly and intuitive than the competitors. Many thanks". Always a relief when other professionals appreciate what you see and feel."

Derek Satterthwaite
Ryedale Asset Management

"I have used CRMs offered by a previous network and one of the main incumbents, both were cumbersome and more set up for compliance than an integral part of running a business. I am a single adviser firm so I need a CRM that does the basics really well and makes my life easier and more efficient.

Since day one the team at Plannr have looked to develop a system that is designed with advisers and their paraplanners in mind. They have been extremely collaborative and are open with what they are doing. They actively seek thoughts and feedback as they build an system that is market leading.

I'm excited about how Plannr will enable me to run a very efficient and effective business. "

Andrew Neligan
Neligan Financial

"Plannr has really improved our ability to bring new clients onboard and provide real-time information to existing clients.

The way it's designed is intuitive for both advisers and clients.

It's the best bit of technology we have!"

Andrew Morrison
Crystal Wealth Management

Do you love your existing CRM?

We would love to wow you with Plannr so why not book in to see Plannr with your own eyes?

Book onto a demo →

Keeping things simple

Pricing that's simplr for all

We believe in fair pricing for all which is why we've created a simple pricing for everyone. Currently tied in to an existing contract? We'll provide you with the equivalent time for free on Plannr.

Advice Firms

Billed per employee with free licenses offered to third-party contractors / paraplanners.

£140 /month + VAT

Get started
  • Speedie setup
  • Self-paced tutorials
  • Import all your data

Included in every licence

20GB of cloud storage per employee
All data is automatically pooled across your entire firm.
Access to all FREE add-ons
Provider feeds, valuations, EDI, research tools - the list goes on.
Unlimited customisation
Create as many document templates, workflows, automations and tasks as you need.
Human support
Our UK team are here to help via live-chat, email and phone.
Branded client portal
Our branded client portal comes with no additional cost to you or your clients.
Free external licence
Working with an outsourced paraplanner or compliance firm? They'll get free access to your Plannr.

Looking to buy in bulk or resell? We have preferential pricing for large firms of over 50 employees and other options for networks / service providers. Just contact us to find out more.

Boost your productivity.
Start using Plannr today.

Join the hundreds of advisers who have supercharged their productivity by upgrading to Plannr.

App screenshot