The future,

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Spend less time doing more

Automation Engine

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.

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Built in, fully secure and encrypted

Messaging System

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.

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Brandable, easy to use

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

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Your templates, online

Document Builder

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

Plannr plays nice with others

We currently integrate with a bunch of third party products, and are adding more and more!

Full Feature list

Team Management

Add colleagues, set up groups and control access

Case Management

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

Income Reconciliation

Effortlessly keep track of your income with our reconciliation tools

Client Groups

Control who has access to clients and their data

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

Tasks and Workflows

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


Automate processes, communication & integrations with our visual engine

Goal Tracking

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

Notes with @mention

Jot down important notes and include colleagues with @mentions

Customisable Fact-finds

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

Call Recording

Trigger calls through Plannr, and call recordings will automatically sync

Built-in Auditing

Plannr automatically records any interaction for auditing purposes

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

Document Storage

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

Custom Fields

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

3500+ Integrations

Hook up your email marketing tools, accounting software and more

Real-time Secure Messaging

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

Branded Client Portal

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


Built in reports, with custom reporting features available

Bank-level encryption

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

Revolutionary Browser Extension

Automatically fill web-forms using our powerful browser extension


Network-level access to manage member firms / brands easily

Frequently asked questions

Everything you need to know about plannr

Is there a free trial available?

No, but our contract terms are month-to-month so in the worst case you'll have paid for a month's licence. And we don't set a minimum either, so you could run with a single license if you're on the fence.

Can Plannr reconcile our income statements from provider?

Yes you can! We currently support CSV upload of provider statements and we're just starting integration with provider EDI feeds so should be offering those shortly (subject to provider lead times).

Can we report on RMAR

You will be able to very shortly! Our standard report will be available shortly in Plannr as we're just finishing up the background development.

Can we import our existing data?

Absolutely! We have import tools from the majority of the existing back-office tools and if we don't already have one we can build one in a matter of days for you.

Can Plannr communicate with client securely?

Yes, and in as little as three clicks. One click to create the client, two to invite them to the portal, three to make a conversation.

Does Plannr support digital signatures?

Of course! We've partnered with an industry approved e-signature tool to effortlessly request signatures from clients.

I use standard documents that I use with clients, can I use that in Plannr?

Of course you can! You can import your existing Word documents and upgrade them to use with plannr, including dragging client data out of plannr and into your documents.

Is Plannr secure?

Yes! We strongly suggest 2-factor authentication for both your clients and your advisers and our platform is actively scanned and ethically hacked daily for known security vulnerabilities.

How much storage can we use in Plannr?

Plannr ships with a generous 10GB of storage per employee which is aggregated across the firm so if an employee uses 5GB and another uses 15GB, as long as you're within your total firm limit you won't be billed any extra. We charge 50p per GB over your firm limit subject to our fair use policy.

What SLA does Plannr provide?

Unlike existing legacy back-office systems that offer a limited business hours only SLA, we offer a 24 x 7 x 365 SLA of 99.9% application availability on top of an Amazon guaranteed 99.99% availability at a platform layer.

If I chose to leave Plannr, is there a charge to export my data?

No, your data is freely available via the public API to migrate to any other system and we offer export tools within Plannr itself to export your data.

Can you help me migrate to Plannr?

Yes, we have an internal consulting capability but if required we have a community of trusted consultants that can come in and help you transition from your existing technology provider to Plannr.

We're a large established business with multiple locations and clusters of employees, can Plannr handle this?

Totally! We have employee and client grouping that allows you to both control and report on the productivity of these groups and limit access accordingly.

I use [enter software name here], can that integrate with Plannr?

Most likely! We have a totally public API and can build integrations with most popular tools.

My clients' assets are on platform [x], can we get valuations into Plannr?

As long as the platform has a facility to expose valuation data to us, yes! Most platforms have developer access to their valuation system and we can use that to power our daily valuations in Plannr.

We have client assets on platforms that don't support electronic valuations, can we get that data into Plannr?

Of course! We've built the ability to import valuation data from other platforms via a file import.

Does Plannr support dogs?

Actually, via our custom field functionality, yes! And in Plannr you can record their birthdays and using our automation engine you can text your client to wish them a happy birthday!

Does Plannr work on a mobile device?

Absolutely! It works on all mobile and tablet devices and we're releasing a branded mobile app shortly.

How much does Plannr cost?

Plannr costs £85 a month + VAT per employee if you pay yearly or £99 a month + VAT if you pay monthly.

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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

messaging preview Tom Orchard Director at Annetts and Orchard
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Still have questions?

Can't find the answer you're looking for? We're happy to answer any questions

Get in touch

Latest news & articles

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Catch up: Watch our latest webinar on our automation engine

We recently ran a webinar on the power of our automation engine and provided an example of how you can take a business process from 1 hour to just 3 seconds.

We're live!

We're delighted to finally lift the wraps on what we've been building here at Plannr in collaboration with the 60+ firms who have been part of our early-access kickstarter programme.