All the functionality you need to run a modern advice business and plenty of unique features to drive efficiencies.

Document generation and storage
Upload your current templates, drop in some data placeholders and watch them become supercharged templates.

Bank-level encryption
We're serious on security. Encrypted using AES256, Plannr is a safe home for your clients and their data.

Tasks and workflows
Whether you're creating a task ad-hoc or using your workflows, Our task system is all the power without the complexity.

Instant income reconciliation
No more waiting for overnight processes - our income reconciliation engine is real-time and ready to start matching income.

Online fact-finds
Flexible and easy to build, our fact find engine makes gathering client information a breeze, time and time again.

Electronic signatures
Signed, sealed, delivered! Using our powerful document builder you can request signatures in a couple of clicks.

Automation engine
Turn hour-long business processes into automations that take mere seconds to our engine to complete for you.

Provider feeds
Hook up your provider feeds effortlessly using our wonderfully simple addons and see realtime values arrive automagically.

Reporting
Use our powerful filters to build reports and exports at the touch of a button. Save frequently used reports as templates too.

Easy import tools
Validate and import your data using our powerful import tools that can learn from files you've imported before.