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.
Do you have some questions? Talk to our friendly team today.
Contact UsModern 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 startedWatch 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 UsAdvisers 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!"
"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."
Boost your productivity.
Start
using Plannr today.
Join the hundreds of advisers who have supercharged their productivity by upgrading to Plannr.
