An interface you'll love
Designed to be beautifully intuitive
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.
- Upload your current templates, drop in some data placeholders and watch them become supercharged templates.
- We're serious on security. Encrypted using AES256, Plannr is a safe home for your clients and their data.
- Whether you're creating a task ad-hoc or using your workflows, Our task system is all the power without the complexity.
- No more waiting for overnight processes - our income reconciliation engine is real-time and ready to start matching income.
- Flexible and easy to build, our fact find engine makes gathering client information a breeze, time and time again.
- Signed, sealed, delivered! Using our powerful document builder you can request signatures in a couple of clicks.
- Turn hour-long business processes into automations that take mere seconds to our engine to complete for you.
- Hook up your provider feeds effortlessly using our wonderfully simple addons and see realtime values arrive automagically.
- Use our powerful filters to build reports and exports at the touch of a button. Save frequently used reports as templates too.
- Validate and import your data using our powerful import tools that can learn from files you've imported before.
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.
- 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
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.
Billed per employee with free licenses offered to third-party contractors / paraplanners.
£140 /month + VATGet started
- Speedie setup
- Self-paced tutorials
- Import all your data
Included in every licence
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.