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Keeping things simple

Pricing that's simplr for all

We believe in fair pricing for all which is why we've created a simple price. Currently tied in to an existing contract? We'll provide you with the equivalent time for free on Plannr (up to six months).

Advice Firms

Billed per employee with free licenses offered to third-party contractors / paraplanners.

£140 /month + VAT

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  • Fast set-up
  • Self-paced tutorials
  • Import your data

Included in every licence

20GB of cloud storage per employee
All data is automatically pooled across your entire firm.
Access to all FREE add-ons
Provider feeds, valuations, EDI, research tools - the list goes on.
Unlimited customisation
Create as many document templates, workflows, automations and tasks as you need.
Human support
Our UK team are here to help via live-chat, email and phone.
Branded client portal
Our branded client portal comes with no additional cost to you or your clients.
Free external licence
Working with an outsourced paraplanner or compliance firm? They'll get free access to your Plannr.

Looking to buy in bulk or resell? We have preferential pricing for large firms of over 50 employees and other options for networks / service providers. Just contact us to find out more.

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