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 10 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

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 22 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 8 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 10 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 26 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 about 10 hours ago

1

Settings

We use the full iPipeline quote system.

Nicola Mitchell 2 days 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

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

Emily Corck 4 months ago

2

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

It would be great if the review date could be set against a circle rather than either individual contacts or plans.

Chris Page 5 months ago

1

Can the plannr webhook be enhanced to include conversations so that new conversation messages trigger the webhook?

Nick Smith 4 months ago

Jun 30

Ability to delete old client email addresses without previous threads from the old email disappearing.

Faye Redman 6 months ago

Currently our name is too long for the name shown in text messages we send via automations, meaning it is cut-off. If we could customise how the name is shown, this would solve the issue.

Reiss Moore 6 months ago

4

It would be great to have if/else/branching logic in task workflows dependent on certain outcomes

Reiss Moore 6 months ago

3

We should be able to set default values when creating custom fields, so that when for example a new client is created and we have a required field they could have a field pre-populated

Reiss Moore 6 months ago

Instead of selecting a single person for all fact finds, the automated request should come from the client's linked adviser

Reiss Moore 6 months ago

We want to be able to update fields when an automation is running. Use case: When an annual review is complete, the automation could automatically update the review date field to next year

Reiss Moore 6 months ago