Charging a circle
We currently have charges set up against joint clients. Circles is meant to be replacing joint clients but it doesn’t seem possible to set up a single charge against a circle. A number of joint clients pay a single monthly direct debit from their joint bank account so it wouldn’t make sense to have to split this out.
Stephen Fyfe About 1 month ago
Charging a circle
We currently have charges set up against joint clients. Circles is meant to be replacing joint clients but it doesn’t seem possible to set up a single charge against a circle. A number of joint clients pay a single monthly direct debit from their joint bank account so it wouldn’t make sense to have to split this out.
Stephen Fyfe About 1 month ago
Valuation Report - MiFID Requirements
Posting for Qi Financial @Jane Dearing @Tracy Sansom & co. Need more detail on charges and performance to meet MiFID requirements. Otherwise you might as well just pull the data off each platform individually. Valuation report not currently solving any problems, nor adding value.
Abi Hortin 3 days ago
Valuation Report - MiFID Requirements
Posting for Qi Financial @Jane Dearing @Tracy Sansom & co. Need more detail on charges and performance to meet MiFID requirements. Otherwise you might as well just pull the data off each platform individually. Valuation report not currently solving any problems, nor adding value.
Abi Hortin 3 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 3 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 3 days 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 3 days 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 3 days ago
Planned
PensionLabs Integration (LOAs)
We’re looking to integration PensionLabs with Plannr to make the LOA process smoother.
Gareth (G) Thompson About 1 month ago
Integration
Planned
PensionLabs Integration (LOAs)
We’re looking to integration PensionLabs with Plannr to make the LOA process smoother.
Gareth (G) Thompson About 1 month ago
Integration
Circles Tasks
Would it be possible for tasks for individuals and joints to show in the circle taskboard Raised based off community feedback.
Dominic Calvert About 2 months ago
Circles Tasks
Would it be possible for tasks for individuals and joints to show in the circle taskboard Raised based off community feedback.
Dominic Calvert About 2 months ago
Mandatory start date and plan number
Can we remove needing to add a start date and plan number to Plans when it isn't always known. Have to make them up.
Andrew Neligan About 1 month ago
Mandatory start date and plan number
Can we remove needing to add a start date and plan number to Plans when it isn't always known. Have to make them up.
Andrew Neligan About 1 month ago
Re Be-IQ: Logic built in where a client drastically changes their factfind information
Can we have dynamic logic on the fact find? If the client updates and circumstances have significantly changed then the BeIQ risk profile block is shown
Ryan Diamond About 1 month ago
Re Be-IQ: Logic built in where a client drastically changes their factfind information
Can we have dynamic logic on the fact find? If the client updates and circumstances have significantly changed then the BeIQ risk profile block is shown
Ryan Diamond About 1 month ago
Accepting Feedback
Conversation confusion for clients leads to..
..entire message in the conversation title! Any one else find clients often start a new conversation and think the first box which appears is the message when in fact it is the “Conversation Title”. It is labelled to be fair but even so this very often results in us getting a new chat from a client with the entire message in the title of the chat.
John Bowden About 1 month ago
Accepting Feedback
Conversation confusion for clients leads to..
..entire message in the conversation title! Any one else find clients often start a new conversation and think the first box which appears is the message when in fact it is the “Conversation Title”. It is labelled to be fair but even so this very often results in us getting a new chat from a client with the entire message in the title of the chat.
John Bowden About 1 month ago
Accepting Feedback
Conversation Notficiations
It would be great if we had popup notifications when we have outstanding messages. i.e. you’d have the number 4 floating above the messaging icon for 4 unread messages.
Curtis Berry 23 days ago
Accepting Feedback
Conversation Notficiations
It would be great if we had popup notifications when we have outstanding messages. i.e. you’d have the number 4 floating above the messaging icon for 4 unread messages.
Curtis Berry 23 days ago
Accepting Feedback
Zoopla Valuation Feed for Properties.
Could we explore getting a feed from Zoopla to update the monthly value of Properties listed under fixed assets. It makes the valuation more of a source of truth for the client when they log into their portal.
Andrew Moore About 2 months ago
Accepting Feedback
Zoopla Valuation Feed for Properties.
Could we explore getting a feed from Zoopla to update the monthly value of Properties listed under fixed assets. It makes the valuation more of a source of truth for the client when they log into their portal.
Andrew Moore About 2 months ago
In Progress
Review Logs
A few have noticed that circles don’t have review dates right now and I just wanted to get ahead of the curve and share some info on what we’re working on and when we’re planning on releasing it. The team here are working on a new thing called “Review logs” and this new functionality will expand what you can currently hold in Plannr on a client’s review dates. This feature will be built for clients, and circles at the same time. Firstly, review logs will allow you to hold a history of every review you’ve ever completed for a client and won’t be limited to next and previous like Plannr currently. Each review log entry will allow you to hold: The date of the review The type of review (whether it was in-person, or remote) Notes The online meeting link (this will be displayed on the client portal, too) Timelines This is being worked on right now, and we’re planning on launching either today or tomorrow! This might not go out in time with the new portal this evening, but will definitely be there before the weekend. What happens to my existing data? We’ll automatically make history log records for your next and previous review dates when we put this live and this will also create records for circles if we’ve migrated joint clients to circles for you, too. Basically, there’s nothing for you to do when we put this live other than make use of the new functionality!
Gareth (G) Thompson About 2 months ago
In Progress
Review Logs
A few have noticed that circles don’t have review dates right now and I just wanted to get ahead of the curve and share some info on what we’re working on and when we’re planning on releasing it. The team here are working on a new thing called “Review logs” and this new functionality will expand what you can currently hold in Plannr on a client’s review dates. This feature will be built for clients, and circles at the same time. Firstly, review logs will allow you to hold a history of every review you’ve ever completed for a client and won’t be limited to next and previous like Plannr currently. Each review log entry will allow you to hold: The date of the review The type of review (whether it was in-person, or remote) Notes The online meeting link (this will be displayed on the client portal, too) Timelines This is being worked on right now, and we’re planning on launching either today or tomorrow! This might not go out in time with the new portal this evening, but will definitely be there before the weekend. What happens to my existing data? We’ll automatically make history log records for your next and previous review dates when we put this live and this will also create records for circles if we’ve migrated joint clients to circles for you, too. Basically, there’s nothing for you to do when we put this live other than make use of the new functionality!
Gareth (G) Thompson About 2 months ago
Option to right click and open new tab/window in Plans
On the plan list where you create a list of filtered plans - i’d like to click on the bold “Plan name/label” bit and open those in new windows (and jump straight into the plan details page)
James Gillespie About 1 month ago
Option to right click and open new tab/window in Plans
On the plan list where you create a list of filtered plans - i’d like to click on the bold “Plan name/label” bit and open those in new windows (and jump straight into the plan details page)
James Gillespie About 1 month ago
Automatic refreshes when changes made
Keep having to refresh the page for changes to take effect (e.g. for triggered tasks to show after one is completed) - can this be automatically updated to save a manual refresh?
Andrew Neligan About 1 month ago
Automatic refreshes when changes made
Keep having to refresh the page for changes to take effect (e.g. for triggered tasks to show after one is completed) - can this be automatically updated to save a manual refresh?
Andrew Neligan About 1 month ago
Add Meeting Date (instead of Next Review Date) in the client portal
We run our annual reviews off the next review date but wouldn’t necessarily want that date shown on the client portal as it’s when we start the work, not necessarily when the meeting would be happening. Adding a new field for meeting date instead on the client portal would be great.
Andrew Neligan About 1 month ago
Add Meeting Date (instead of Next Review Date) in the client portal
We run our annual reviews off the next review date but wouldn’t necessarily want that date shown on the client portal as it’s when we start the work, not necessarily when the meeting would be happening. Adding a new field for meeting date instead on the client portal would be great.
Andrew Neligan About 1 month ago
Automation to use review dates
Review Dates It would be a real improvement if we could allow a client's next review date, and possible also the previous review date, to update automatically. We currently have 'Annual Review' workflows that are automated within 'Annual Review' cases, however our final step in the process is to manually update the previous and next review dates onto next year. If a step in the automation could be 'when Annual Review case is complete, move previous review date to today's date' and 'when Annual Review case is complete, move next review date to 365 days from today's date, or something similar, this would take out this manual step which, at the moment, is leaving in a chance of human error and future annual reviews, which are an FCA requirement, being missed.
Mike Cound About 2 months ago
Automations
Automation to use review dates
Review Dates It would be a real improvement if we could allow a client's next review date, and possible also the previous review date, to update automatically. We currently have 'Annual Review' workflows that are automated within 'Annual Review' cases, however our final step in the process is to manually update the previous and next review dates onto next year. If a step in the automation could be 'when Annual Review case is complete, move previous review date to today's date' and 'when Annual Review case is complete, move next review date to 365 days from today's date, or something similar, this would take out this manual step which, at the moment, is leaving in a chance of human error and future annual reviews, which are an FCA requirement, being missed.
Mike Cound About 2 months ago
Automations