Ability to assign a task to a circle

Beth Evans About 1 month ago

Circles

Expenditure totals

We could do with having running sub totals and a total for expenditure please

Matthew Walne About 1 month ago

1

Client Portal Circle visibility

Client visibility at individual & circle level This will enable clients to see worth at individual and joint/circle level

Tracy Holdt 3 days ago

Jul 1

Conversations - filter by adviser, client, sort by date, & search

Currently the conversations with clients is a bit of a random, jumbled up mess if I’m honest. It’s difficult to find anything and go back to recent conversations. Please consider adding features such as filter by adviser conversations, filter by client, sort by date and most recent, and a search option. Some way of grouping the conversations with the same clients would be great too, rather than the way it currently is.

Ricky Chan 3 days ago

Circles V2

The ability to add more data such as reviews to the circle functionality and create automations, instead of just the individual clients

Emily Loveridge 28 days ago

Additional New Business Statuses

Please can you add Rejected and Deferred as options under the New Business Event Status, as this more accurately reflects the new business process. As an adviser, I need the ability to set a recommendation to Deferred so that I can easily identify what I need to follow up with the client about at a later date, without losing track of them. E.g. A Client needs to consider options or sell assets elsewhere before going ahead with our recommendation.

Amee Patel 20 days ago

1

Factfind updates/checking

I’ve used online factfinds from Cashcalc and Fincalc. Both systems allow you to accept/modify any changes to a submitted factfind before accepting them. With Plannr, any mistakes by the client go straight in. There should be an option to validate additions/changes before accepting them.

Kenny Gahagan About 1 month ago

Internal tasks

Hi would it be possible to enhance the task function to include internal tasks that are not associated with any clients? Thanks, Sa

Sa Lu 24 days ago

Remove fax option on marketing preferences

Raised by @Sa Lu and the Fowler Drew team - can this option be removed from the marketing preferences? Unlikely it’s being used these days!

Zoe Bennett About 1 month ago

Fact find address prompt

During fact finding the sweet spot would be the system prompting for a previous address if they state they have been at the current one for less than 3 years (for example).

John Bowden About 2 months ago

Ability to amend email domain of client facing comms

As a user I want to be able to choose and change the email domain for Plannr auto-generated client emails, sent from the CRM, to an email domain of my choice (instead of from no-reply@plannrcrm.com)For example: noplannr.google.com So that clients feel that they are receiving Comms directly from our firm, as opposed to Plannr So that I can choose the email address that a given message is sent from, which will enable the Client to respond directly to the correct person This will help us to deliver an optimal, On-Brand client experience, and reduce the time wasted by clients trying to the right person

Tracy Holdt About 2 months ago

1

Settings

Confusing Questions/Labels for Deceased Clients

I'm not clear about some of the field within the Basic Details section for when one member of a couple dies. The question 'Is this person married to their partner' is confusing. They were when alive but obviously not now! What is meant to go into that field. It would be helpful if by stating that the client is deceased, either a new question comes up such as ‘Was the client married to their Partner at the time of their death?’ and/or maybe have another toggle for ‘Is this person married to their partner’ Yes/No/Yes at time of death. Likewise, 'Marital Status' - clearly one is Widowed but what do you enter for the deceased? Maybe have Deceased as an option there or again, Previously Married to their partner.

John Reilly About 1 month ago

Better email branding functionality

There should be some way of seeing the impact of changing the email branding without actually sending an email. Otherwise, it does get quite tedious as you can only test it by sending test emails.

Paul Grant About 1 month ago

Plan Export - Additional columns for First and Last Names

It would be much easier to work through the data and filter if there was not just ‘client_names’. Can additional fields for first_name and last_name as you have on the Client Export See - Plan Export Thank you

Darren Waller 17 days ago

Valuation Report - Add a column for provider / adviser charges

Posting for Qi Financial Services @Jane Dearing @Tracy Sansom & co. Expose the plan charges against the provider policy as an additional column for a more holistic report on the plan’s performance.

Abi Hortin About 2 months ago

Valuation report

Cease charges when making plan inactive

When marking a plan as inactive, it would be good if plannr had a tick box to confirm to cease all expectations as at the inactive date.

Nick Smith About 1 month ago

2

Adandoned cases should offer to also abandon tasks

When abandoning or deleting a case the connected tasks associated should also offer to be abandoned, deleted or re-allocated at the same time. It does not make sense that they just remain.

John Bowden About 1 month ago

Valuation Report - ISA Allowances used in investment tab

Posting for Qi Financial @Jane Dearing @Tracy Sansom and co. It would be helpful to have on the valuation report what ISA allowance has been used in the investments tab so the report can be used as part of the annual review process to easily analyse where GIA>ISA transactions need to be actioned for the tax year.

Abi Hortin About 2 months ago

Valuation report

Business metrics dashboard

Being able to pull the information as a report, this would be so useful and maybe even having a spreadsheet which holds the data that is reported on each of the tiles and the same with comparisons.

Thomasin Clarke About 2 months ago

Sort Plans by Value

New sorting option in the Plans page to sort by value (ascending/descending). Raised at the New BizWiz Roundtable event.

Paul Grant About 2 months ago