All the features you need
Automations
Automate processes, communication & integrations with our visual engine
Bank-level encryption
We keep your data safe using the same encryption technologies as financial institutions
Branded Client Portal
Wow your clients with a gorgeous, branded client portal packed with features you want
Built-in Auditing
Plannr automatically records any interaction for auditing purposes
Case Management
Keep notes, tasks, document and messaging all in one place.
Client Groups
Control who has access to clients and their data
Custom Fields
Need an extra piece of data? No problem, create unlimited custom field
Customisable Fact-finds
Enable sections, fields and the order of fact-finds easily
Document Storage
Secure, encrypted online storage and file sharing between you and clients
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
Goal Tracking
Display and track the progress of client’s goals with Plannr
Income Reconciliation
Effortlessly keep track of your income with our reconciliation tools.
Notes with @mention
Jot down important notes and include colleagues with @mentions
Real-time Secure Messaging
Secure, encrypted real-time messaging with clients and third-parties.
Reporting
Built in reports, with custom reporting features available
Tasks and Workflows
Keep track of things to do, with workflows to speed up frequent work
Team Management
Add colleagues, set up groups and control access
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