With the help of over 80 advice businesses we’ve crafted an open and modern alternative to the traditional back-office system.
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.
Use our automation engine to streamline your client onboarding experience.
Automate your business processes to ensure that every client is treated in an identical way.
Our elegant automation interface is as simple and dragging process blocks into your process diagram.
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.
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.
Pull client data into your existing document templates with smart placeholders. Generate them all online, without any plugins or third-party tools.
We integrate with various tools & platforms and keep adding more!
Automate processes, communication & integrations with our visual engine
We keep your data safe using the same encryption technologies as financial institutions
Wow your clients with a gorgeous, branded client portal packed with features you want
Plannr automatically records any interaction for auditing purposes
Keep notes, tasks, document and messaging all in one place.
Control who has access to clients and their data
Need an extra piece of data? No problem, create unlimited custom field
Enable sections, fields and the order of fact-finds easily
Secure, encrypted online storage and file sharing between you and clients
Survey clients, set up enquiry forms or anything you can imagine with plannr
Access every field of data via our open, REST JSON API
Display and track the progress of client’s goals with Plannr
Effortlessly keep track of your income with our reconciliation tools.
Jot down important notes and include colleagues with @mentions
Secure, encrypted real-time messaging with clients and third-parties.
Built in reports, with custom reporting features available
Keep track of things to do, with workflows to speed up frequent work
Add colleagues, set up groups and control access
Report on time spent within the team easily with Plannr
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"
Can’t find the answer you’re looking for? We’re happy to answer any other questions you might have.