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

Nicola Mitchell 13 days ago

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

Nicola Mitchell about 2 months ago

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

Beth Winget about 1 month ago

3

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.

Adam Gifford 29 days ago

1

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.

Stuart Boyle 25 days ago

The menu which appears on the top left of the screen when viewing a clients plan allows us to seamlessly move back to the client's record doesn't exist under cases. Instead, if we want to move back to the client record from the case we need to click the client’s name where it appears under the case dashboard. It would be more user friendly for cases to work in the same way as plans for navigation.

Adam Gifford 29 days ago

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.

Emily Loveridge 11 days ago

Integration

As a firm we would like to restrict who can change the VAT percentage, Gross Amount and VAT Amount. VAT is at 20% set by the default in the system so only allow certain users / levels to be able to change this or the other fields as this could cause problems with VAT reporting

Nicola Mitchell 13 days ago

Please add a permission that allows firms to prevent clients from adding new people through a Fact Find. Clients are creating duplicate records for people who already exist in Plannr. Making the “Add person” button less prominent or displaying a duplicate warning may help, but it does not prevent the problem. If some clients genuinely need to add another person, this should be an optional permission or a firm-wide setting, not functionality that every client automatically has. Maintaining clean and accurate data is a really high priority for us. We need to be able to trust that every client has one complete record in Plannr, rather than information being split across multiple records. This is creating unnecessary work. There is no merge function, so we have to manually compare both records, transfer the information and then delete or archive the duplicate. Please include an option within the new permissions update to disable “Add person” at firm, template or individual Fact Find level.

Curtis Berry 3 days ago

1

Settings

We use the full iPipeline quote system.

Nicola Mitchell 5 days ago

The team have started sending fact finds and since the Fact Find 3.0 launch, the progress bar has disappeared. Can this please be something which is added back on so we can see how much of the fact find has been completed?

Llewela Charles-Jones about 2 months ago

Would it be possible to expand the branding personalisation to include the Fact Find Snapshot? It is currently a standard blue colour, and it would be great if we could apply custom branding.

Robin Baker about 2 months ago

When searching for clients, there is often the case where we have multiple clients with the same name, and it would be easier to discern between them if the current adviser appeared on the card.

Reiss Moore about 2 months ago

At present, in order to link staff members to a scheme, there seems to be many steps. We have to add the individuals onto Plannr, then we have to add them as staff members within the business and then we have to add the staff members to the policy. The migration from IO brought across the staff and the link to the employer but did not maintain the type of relationship so these have had to be redone. Is there a work around for this to make it quicker to do?

Llewela Charles-Jones about 2 months ago

Could we get a valuation feed for Octopus - there is one on 7IM.

Emily Corck 4 months ago

2

It would be really helpful if there was a filter at task level for the adviser, so I can easily see all the tasks for my clients across the business in one place. At the moment it feels quite fragmented having to go into individual client records, so having a simple “Adviser” filter on the task list would make it much easier to manage workload, prioritise actions, and keep on top of outstanding items more efficiently.

Bhavika Patel 2 months ago

Currently when an employee logs into the Branded Login Page, they see the client’s custom paragraph, which adds a bit of confusion. Ideally we would be able to customise this for both types of account.

Reiss Moore about 2 months ago

It’s not clear that the client should fill in %-points. I suggest a slider to make it more obvious or change it to £ or change the text/tooltip to make it more clear.

Marten Rasin 2 months ago

For some documents we want to add in things like income and employment, as well as info held in custom fields. It would be great if these are surfaced.

Reiss Moore 2 months ago

1

It would be useful to see what credentials we have used for an enabled add-on. Understood that for sensitive info we may need to mask it, but it would be useful to be able to validate credentials are correct when checking addons.

Reiss Moore 2 months ago