“Same as Client 1” option for joint fact finds

For joint fact finds, add a “Same as Client 1” option where information is identical for both clients. This would avoid duplicate data entry and make joint fact finds quicker to complete.

Expenditure - Totals

Totals showing in expenditure section of the factfind would be very useful. I appreciate that totals will show in the clients profile/personal details/client expenditure once a factfind has been submitted but also having a total whilst a factfind session is in progress would be helpful

Abililty to export EDI statement from Plannr

EDI Integration with Fidelity

Corporate fact finds

There’s currently no way to create and send fact finds for corporate clients on Plannr. We have quite a few corporate clients and having to use other solutions. Would be good to have this functionality within Plannr where you can pull the corporate client fields into the fact find.

Photos of Clients

It would be great if a client can add a photo of themselves in their profile on the App. This could then flow into Plannr on the contact card. It helps to make the advice more personal as everybody sees a person and not two initials.

Expectation Export to PDF/CSV

While we can run various reports, it would be good to have ability to export this screen into excel or csv with a one click of a button:

Fact Find Snapshot - side by side view for joint clients

It would be useful for client meetings if the Fact Find Snapshots could show joint client details side by side rather than a Fact Find being created for each individual client only.

Vulnerability on Factfind Snapshots

When pulling off a factfind snapshot PDF, the vulnerability section does not pull through. This appears to be the only section that doesn’t pull through on the snapshots. Please can this be added as it is important for us to have this information on file not just on Plannr.

Disable notifications for clients

Please can clients have the choice to disable notifications? Clients are getting hundreds of emails telling them they have unread documents, which are just trade notices. Many clients have shown frustration at this, and it means that important notifications are being lost among the unwanted ones.

Circle Automations

We’ve hit a gap with joint Fact Finds in Circle automations. Our Forward Planning automation runs on the couple’s Circle, so we expected the Fact Find step to create one linked, split screen session for both partners. Instead, the automation runs once per Circle member and creates two separate Fact Find sessions, meaning neither partner can see the other’s answers. We’d love to see: Circle aware automation actions, for example “Request Fact Find on Circle” to create one joint session. API or automation support for triggering a joint Fact Find programmatically, particularly as the v2 API appears to already support circle_uuid. Template validation, with a warning where expected tokens, such as month, are missing from case name templates. We automate heavily against the Plannr API and would happily beta test Circle aware automation functionality.

Risk - Overview of all Risks assessments Additional Column to display Chosen Risk

Currently when looking at Client risk you can see the following: Completed at Risk Level Provider Completed By An additional column is required for Chosen Risk and change the current ‘Risk Level’ to be Assessed Risk

iPipeline integration

We use the full iPipeline quote system.

Voyant integration - deepen and make two-way

Mina Willsher (Voyant Support) Jul 16, 2026, 11:34 AM GMT+1 Hi Emily, Our intention and desire is to develop a 2 way integration with Plannr however when we discussed this with Plannr it was evident that a significant amount of development work was still in progress by Plannr. In order to have a successful 2 way integration we need to wait until Plannr have fully developed their software to ensure items from Voyant are mapped across correctly. Plannr published their road map earlier in the year, however there are no timescales for completion of the work. We are therefore unlikely to be able to revisit this until towards the end of the year. Please feel free to contact us again if you have any further questions regarding this. Kind regards, Mina Willsher VOYANT SUPPORT - HELP DESK We would like Plannr and Voyant to enhance the existing integration and make it a two-way push and pull of data between the two bits of software.

Plan sorting feature

It would be handy to have a sorting or filter feature in the “Investments and Plans” screen. A way to sort the plans into alphabetical order, by value, or by provider would be very helpful.

Automations on a circle

Is there any work in progress to facilitate running automations on a circle, rather than just individual clients? This would be a great feature to have

Bulk valuations data feed failure

We need to know when these fail, there isn’t currently a report or notification that flags this. The only way to see is going into the individual plans and looking at the sync log -can this be added as we need to know if these stop for any reason.

Log out Page formatting not clear

When logging out of Plannr Remember and its tick box are on the same line as the Forgot your Password? You cannot easily see that the 'Forgot your Password' is actually a link

More (Moar!!) "if" options for situational custom fields

Currently we can only choose to have custom fields shown/hidden based on client status. It would be useful to be able to use all available fields (including other custom fields), in order to have true context-dependant custom fields.

Archive Workflows

It would be beneficial to have the ability to archive workflows rather than having to delete them when they are replaced by newer versions. In many cases, a workflow may still have active cases progressing through it, while a revised workflow has been created for future use. Deleting the old workflow is not a viable option, as it could impact existing work that is already in progress. An Archive Workflow feature would allow firms to: Retain workflows that are currently being used by active cases. Prevent obsolete workflows from being selected for new cases. Maintain a cleaner and more organised workflow library. Introduce updated workflows without disrupting existing processes. This enhancement would provide greater flexibility when managing workflow updates and ensure continuity for cases already underway.