Your CRM made beautifully simple
Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession.
About Plannr
Plannr is everything you’d expect and more. 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 & 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.
