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Looking to upgrade your back-office?

For adviser movrs and shakrs, Plannr is a no brainr

Built hand-in-hand with advice firms, Plannr saves you time and effort, and is beautifully simple to use too.

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Do you have some questions? Talk to our friendly team today.

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Modern CRM

Built to make working with your clients a breeze. Tasks, cases, workflows and more.

Built with advisers

Built in conjunction with leading advisers on a modern platform ready for the future.

Trusted with £5 billion+

Plannr is already powering over 5 billion of assets under management for advisers and their clients.

Industry leading API

Plannr has THE most open API which allows incredibly rich integrations to be built.

Income reconciliation done

Our income reconciliation engine works in realtime making fee tracking effortless.

Beautiful client portal included

Branded to your own colours, our client portal is a lovely way to communicate with clients.

Make work feel like play

  • Experience effortless client management in a beautifully simple CRM

Manage tasks like a boss!

  • Easy to build workflows, automagically triggered inside a case when you choose – both online and offline

Your team powered by everything you need

  • Document builder for your personalised template letters and reports
  • Form builder which gives you the functionality to create your own client and prospect questionnaires
  • Incredible automation engine which brings all of your processes together and runs them on your behalf

Let’s make sure working with your clients feels like it should do - beautifully simple.

Experience the power of Plannr today Get started

Watch how easy managing tasks and cases are in Plannr

Watch how to cut hours from your day-to-day work using our automation engine

Do you have some questions? Talk to our friendly team today.

Contact Us

Advisers really love Plannr

"Plannr has really improved our ability to bring new clients onboard and provide real-time information to existing clients.

The way it's designed is intuitive for both advisers and clients.

It's the best bit of technology we have!"

Andrew Morrison
Crystal Wealth Management

"Plannr has allowed us to breathe a sigh of relief, that the future has finally arrived, and we can offer a service that engages the client and leaves the competition in the past. Great to deal with developers that listen, and act."

Chris Handley
Purple Wealth

Boost your productivity.
Start using Plannr today.

Join the hundreds of advisers who have supercharged their productivity by upgrading to Plannr.

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