Absolutely! We offer a full data migration concierge service, which starts at £400 plus VAT. See here for more information about our onboarding routes.

Plenty! Here's our Guide to Going Live, our Before you add data checklist, and a link to our self-guided training course on our Community.

The next step is to decide what onboarding route you would like to take. You have a few options outlined here in our onboarding area! Reach out to our Sales team if you'd like to book in an onboarding package for your firm.

Why not join our Community! There are an abundance of Plannr users regularly chatting about all things Plannr, including best practices and ways the system works best for them. Come join us!

It's so simple to add other users from your firm to your site. Simply add an Employee record for each user and head to the Access area of their record to create a login. Check out our how-to video here!

We have a wealth of articles and guides here in our Support area - simply search for what you need help with and check out the available resources. Don't forget we have a YouTube channel with quick tips and video tutorials available to watch any time. From within your app, you can reach out to the Plannr team direct using our live chat feature! Come and say hello, we are always happy to help.

Absolutely! Any third-party firms working with you are entitled to one free licence per firm, to get them actively working with your client bank on Plannr. You are able to control their access permissions and specify which client group they can work with. Ask them to message us at [email protected] with their firm details and yours, and we'll get them added as Friends of Plannr. You can then simply add them as an Employee and give them a logon as normal.

Check out our integration roadmap here - so many providers are already providing live data feeds, with many more still to come!

Not a sausage (or a hobnob). You can create all your client portal logins for your clients, at no extra charge. Don't forget, the client portal is fully customisable with your own firm branding so your clients will feel completely at home when they sign in.

Yes! We provide you with the code you need to embed your Form Builder form into your own marketing site, for example. Simply build your ‘public' form and publish it to get the embedding codes! Otherwise you can build your own questionnaires for sending directly to your clients via their client portal - simply create a ‘by request' form instead! Here's our how-to guide on using Form Builder.

That's a biggie! Put simply, you can build a blueprint of activities you want to happen automagically, and set them to trigger from a wide variety of fields in Plannr. Check out our how-to video here for a deeper-dive into automations.

Coming very soon - a whole library of template documents and workflows which you can download from our Add-ons store!

As part of the suite of Reports and Exports you are able to produce your RMAR and New Business Reports.

Plannr's data and field structure has been designed to enable easy access and customisation of the data. Essentially there's no real difference between our standard fields and our custom fields, and they offer the same functionality. They can both be used to trigger automations, as fields in the document builder, reports, accessed via API etc. So if you wish to customise Plannr, there's really no limit to the way you can customise it to your needs by capturing the additional data that you want and acting on that additional data.

We really welcome your feedback, especially suggestions for enhancements to the CRM that will make your day easier! Head to our feedback area here to see if anyone else has already come up with your great idea - upvote it if they have! Otherwise add your suggestion and if we love it, we’ll build it.

We have a fully integrated document signing function using AlphaTrust on Plannr. Create your documents in our Document Builder ready for your client signatures. Simple!

Plannr offers two factor authentication as a standard feature for both the adviser access and client portal. Passwords of users are hashed and are never stored in plain text, and never visible to Plannr employees. Plannr has an optional inactivity-timeout of 20 minutes

Our servers are hosted on AWS and utilises their intrusion detection, firewall and other protection systems. We also use a 3rd party intrusion system that continually tries to exploit known vulnerabilities and reports back immediately of any findings with proposed remedies. We track IP addresses and have a whitelist for administration and a full audit log of any and all activity internal and external.

Nope! Secure messaging is a core feature and built into Plannr as a suitable replacement to email for communication between you and your clients.

Absolutely! Using the client portal clients can upload and share anything they would like. We're launching mobile apps soon too so it'll be even easier for them to do this.

Of course! In Plannr you can enable your own branded and unique URL to allow clients to log in to their portal via your website.

There is indeed! We integrate to any IMAP enabled account which includes Microsoft 365 and Google powered email accounts and there's no addons to install in Outlook either!

Yes, it's really easy to use the built in task priorities in Plannr. You can even export based on priority too.

Yes! When you create a login to a client account in Plannr you can choose whether the login should have read/write permissions and you can even set for the login to self-destruct after a certain point in time.

Of course! You'll receive a notification in real-time if you're logged in to Plannr and if you're not you'll get a digest email telling you that you've had some notifications

This depends on the provider / platform but at the very least it's daily.

This is something we're looking into at the moment so stay tuned!

Not yet, but this is something we're looking into at the moment.

Yes, you can easily set this up in Plannr. Each individual can have their own login or you can create a shared login.

We're just building a rich integration into SmartSearch and once that's completed we'll integrate to other AML providers.