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Consultants, trainers, paraplanners - we want you!

Join our Friends of Plannr community

Are you a third-party outsourcing firm, working with a myriad of clients on lots of different back office systems, and want to see what Plannr has to offer?

Perhaps you already have clients using Plannr and would love to find out more about the powerful ways Plannr can help manage your workload and make you and your clients' lives easier.

We offer a full service to our Friends of Plannr, which includes

  • four in-depth workshops with us to fully train you on the system
  • a practice site of your own to play with so you can truly get confident with how all of the functionality works
  • access to our Friends Community space to collaborate with other third parties also using Plannr with their clients
  • a regular mailing with feature updates and invitations to meet with the team and shape the future of Plannr
  • ...and much, much more!

What's more, for every client you're working with, you get one free licence on their site to help you help them without any charge to them. Bonus!

Once you're part of the Plannr family we offer a route to accreditation so that you can onboard your own clients onto Plannr without needing us at all. You become a part of our extended family, and we bring hobnobs to all our family gatherings.

Reach out today if you would like to become a Friend of Plannr!

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