Get help with your workload from one of our trusted partners
Find a Friend of Plannr to supercharge your business!
Our certified Friends of Plannr are third-party outsourcing businesses that know Plannr.
They can work with a free Friend of Plannr licence on your site to assist you with managing your client bank and workload, and you can be confident that they not only understand the needs of your business but also how your systems work.
So if you need assistance with your administration, paraplanning, business development, compliance reporting, income reconciliation, and much more – we know just the people. Take a look at their profiles below and reach out to any of them for an initial no obligation chat. Once you’ve chosen your team and added them as a user to your site, let us know at [email protected] and we’ll be sure to mark their licence as non-billable on your account so you won’t get charged for their login.
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AdviceFlow
Building complex automations and custom integrations to fully streamline your Plannr experience
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Adviser Outsourcing
Comprehensive training, income reconciliation and efficient administration to help you with the day to day running of your business
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APS Legal & Associates Ltd
Legal document drafting and referral management to assist with clients needing a Will writing service
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Best Bee Consulting
Problem solving and operational support, including full administration services to help you manage your business and clients in Plannr
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Circadian
Full income reconciliation support from a team of account managers, with dedicated direct line support for any queries
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Client Support Solutions
Bespoke administrative support to assist you with everyday client management, as well as operational support for your processes and data
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Compliance & Training Solutions (CATS) Ltd
Unique and bespoke compliance support for all of your regulatory needs, when working with clients in Plannr
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eParaplan Connect
A team at your disposal for the end to end adviser process, including administration, paraplanning, operational support and compliance
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Evotra
Data migration support, project delivery, training and business operations configuration to help you manage your workload in Plannr
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IFA Dataflow
Automated provider data directly into Plannr to ease your income reconciliation burden
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IFA Outsource
Administrative and income reconciliation support from a tech passionate firm, to help you run your business in Plannr
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Jigsaw Tree
Elevate and streamline your operations with consultancy, income reconciliation outsourcing, project management, data support and a library of templates
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Open Door Policy
Fully independent Central Investment and Retirement Propositions, Charging Structures and other propositions documented with regulation at the forefront
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Sedulous Admin
Outsourced administration for your entire client journey, including bespoke project work and all back office system work in Plannr
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Silverback Consultancy
A professional consultation service to review your business and advise on any changes required to achieve your business goals
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Sprint Enterprise Technology Ltd
Award-winning data hub to bring about a more integrated industry, seamlessly connecting financial institutions for the flow of complex investment data.
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The Flower Group
The Flower Group specialises in fractional CFO support, mergers and acquisitions (M&A), and strategic growth.
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TheGIConsultant.com Ltd
Compliance consultancy with no strings, one off contracts or tailored to your needs. Full compliance audits, FCA returns and more
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Woven Advice
Data analytics and migration support including management information and data cleansing, within Plannr and across your firm
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