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Have a few questions?

Here's some of our frequently asked questions

Is there a trial?
We can offer the first 3 months with a months cancellation, this will give you enough time to assess Plannr and not lock you in for 12 months if you are unsure of the suitability of Plannr.
Can Plannr reconcile our income statements from a provider?
Yes you can! We currently support CSV upload, ad-hoc creation and EDI feeds from providers.
Can Plannr produce my RMAR return?
Yes! We actually offer two RMAR reports; a simple or detailed report. These can be generated at any point from within Plannr.
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 for you.
Can Plannr help me to communicate securely with clients?
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. Our conversations are encrypted using AES256 which is widely regarded as bank-level encryption.
Does Plannr support electronic signatures?
Of course! We've partnered with a financial 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 via our data placeholders.
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. We offer app-based 2FA as well as SMS, perfect for those clients who don't have mobile signal at home.
How much storage can we use in Plannr?
Plannr ships with a generous 20GB 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 10p per GB over your firm limit subject to our fair use policy.
What SLA do you offer?
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 choose 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 to CSV.
Can you help me migrate to Plannr?
Yes, we offer three different onboarding routes 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. We're already used by international advice firms with multiple locations around the world.
I use [software name], can that integrate with Plannr?
Most likely! We have a totally public API and can build integrations with most popular tools.
My client's 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 use a platform who don't offer data feeds, can we still get valuations into Plannr?
Of course! We've built the ability to import valuation data from other platforms via a file import.
Can Plannr handle custom fields?
Yes and there are no upper limits on the number of fields you can add. Custom fields are treated like core fields and can be used in reports / imports / integrations and much, much more! You could use it to record the names of your client's pets if you wanted - the power is in your hands!
Does Plannr work on mobile devices?
Absolutely! It works on all mobile and tablet devices and we're releasing a branded mobile app soon (Q1 24).

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