Solution introduction
Your CRM made beautifully simple
With the help of over 80 advice businesses we’ve crafted an open and modern alternative to the traditional back-office system
Spend less time doing more
Your time is precious. Use our automation engine to free up time so you can spend more time with clients and less time on repetitive admin tasks.
Easy secure communication
Communicate securely with your clients, team or third-party service providers all from within Plannr. Encrypted to bank-level encryption, your messages and documents are safe and secure.
Branded client portal
Share the progress of financial goals, messaging, documents, tasks, valuations and fact-finds all through your beautifully branded client portal.
Smart document generation
Pull client data into your existing document templates with smart placeholders. Generate them all online, without any plugins or third-party tools.
