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Screenshots

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Details

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Plannr Main Features

• Reporting
  Create reports and exports quickly with powerful filters and save them for later.
• Provider Feeds
  Connect to your providers easily and get real-time updates automatically.
• Automation Engine
  Turn long tasks into quick automations to save time.
• Easy Import Tools
  Import your data easily and our tools will learn from your past imports.
• Online Fact-Finds
  Gathering client information is easy with our flexible online forms.
• Tasks & Workflows
  You can create tasks easily and manage your work without confusion.
• Beautiful Interface
  Plannr has a simple and easy-to-use design that everyone will enjoy.
• Bank-Level Encryption
  Plannr keeps your clients' data safe with strong security measures.
• Customizable Features
  You can create as many templates and workflows as you need to fit your business.
• Electronic Signatures
  You can request signatures quickly with just a few clicks.
• Standardized Processes
  Use workflows to help your team follow the same steps every time.
• Document Generation & Storage
  You can upload your templates and easily create new documents with client data.
• Instant Income Reconciliation
  You can see your income matched in real-time, without waiting.

Plannr Benefits

• Quick Reporting
  Build reports at the touch of a button, making it simple to track your business performance.
• Enhances Security
  With bank-level encryption, your clients' data is safe and secure.
• Flexible Fact-Finding
  Online fact-finds are easy to create, making it simple to gather client information.
• Streamlines Processes
  Automations reduce the time spent on tasks, allowing you to focus on your clients.
• Customizable Workflows
  You can create workflows that fit your business needs, making processes more efficient.
• User-Friendly Interface
  The intuitive design makes it easy for both advisers and clients to use.
• Easy Document Management
  You can generate and store documents easily, saving time and effort.
• Improves Client Onboarding
  The system helps you bring new clients onboard quickly and efficiently.
• Facilitates Real-Time Updates
  You get instant income reconciliation, so you always have the latest information.
• Simplifies Financial Management
  Plannr makes it easy to manage client information and documents, helping you stay organized.

Who should use Plannr?

• New Users
  New users will find Plannr easy to learn and use, helping them get started quickly with managing their client relationships.
• Consultants
  Consultants can streamline their processes with Plannr, allowing them to serve clients more efficiently.
• Paraplanners
  Paraplanners can benefit from Plannr's tools to automate tasks, helping them focus on important work instead of repetitive tasks.
• Financial Advisers
  Financial advisers can save time and work better by using Plannr to manage their clients and tasks easily.
• Compliance Officers
  Compliance officers can use Plannr to ensure all documents are secure and easily accessible, making their job easier.
• Small Business Owners
  Small business owners can use Plannr to keep their client information safe and organized, making their work simpler.

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Plannr Alternatives

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Technologies Used

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