April 2nd, 2026
Good news - we’ve just boosted our Vulnerability data capture in Plannr to fall in line with the consumer duty categories around Vulnerability reporting.
You can now (multi-) select the Vulnerability Type and add a duration, along with the date of your last Vulnerability assessment, and specific details of the assessed or potential vulnerability.
If you want to update your client bank in bulk with this new data, our importers have been refreshed to enable you to add these items in for any relevant clients. Exports will show this data, and it’ll be visible on the Core client information in Plannr.
For a fast follower, we’ll be giving you the ability to select whether this information is visible on the fact find snapshot or not, on a client by client basis. This will enable you to make the information available to your compliance teams as part of the client or case review, or opt to keep it confidential in, say, the client facing snapshot if you feel that would be more appropriate.
If you have any questions about recording vulnerability in Plannr, here’s our usual support article!
April 1st, 2026
Great news - we have today rolled out Conditional Fields as part of Plannr’s custom field functionality!
This is a mega bit of functionality which will enable you to set attributes which dictate whether a custom field will show or not - depending upon where you are in Plannr and what you’re looking at.
🧐 So, now, if you’re looking at a drawdown pension plan for your client, you can choose to display your custom fields around beneficiary nominations, MPAA triggers, GAD reviews etc only against those plan types - instead of ALL plans. Magic! 🪄 Another plans based one, for your Accident and Sickness protection policies you could display your custom fields detailing the deferment period and payment period - keeping other non-ASU plan types clear of that ‘noise’ where the information isn’t relevant.
🧐 You could add in case-specific custom fields, so where the condition is met that your case type is a pension transfer, you’ll be able to display custom fields relating to the transfer details, reasons why recommendations made, etc. Compliance sign off fields (until we release our snazzy new case functionality of course) amongst other things!
🧐 Maybe at a client level you might want to show custom fields where the client status is Archived, detailing last contact, reasons for disengagement, any plans to re-engage later etc.
🧐 You can multi-select attributes, for example, all tasks with status ‘in progress’ AND ‘with client’ - with a custom field capturing the date when last chased.
Adding multiple conditions isn’t an issue either - you’ll just need to determine whether all conditions need to be met for this custom field to show or not:
The possibilities are endless here, go and have a play and let us know your best-use-cases for conditional custom fields in your sites - we’ll add them to the support article as a bit of a library of best practice suggestions for other Plannr users!
March 10th, 2026
Recurring Tasks
Pleased to get this one in your hands! We have now built in the functionality within your Plannr sites to make a task recurring, at intervals such as daily (make coffee), weekdays (drink coffee), fortnightly (buy coffee), monthly (book a medical) etc.
This can be setup ad hoc, e.g. if you’re creating a standalone task you wish to repeat, or as part of a workflow that is triggered at regular events (think: disinvestments for an ongoing withdrawal).
Your recurring task will be labelled as such with the recurrence tag, as per the below, to make it clear whether it’s a one off or repeatable task:
When you’re filtering your taskboard, you can now also filter to view all the recurring tasks, or only the standalone ones, or all.
Finally, our importers and exporters can also be used to create recurring tasks in bulk or for easy task management offline. There’s a few things to note which you’ll see in our support article, to ensure when setting any recurring tasks up you’ll get the outcome you want.
Time to spam your favourite employee with a daily repeating task every 5am. 🤌🏼
A Settings Area update
We’re busy behind the scenes rebuilding the entire Plannr codebase in Nuxt 4, the gold standard of development in the industry. This has been happening for some time now and the only impact on you guys is that Plannr will be slicker, faster, and more robust technology. Awful, right?
Well, we’re taking the opportunity whilst cleaning everything up, to standardise the look and feel of Plannr across every area of the site. This is important so that no matter where you are in the system, everything feels familiar and accessible - like a warm hug.
Enter the Settings Dashboard, which has been added to many times over the years as functionality has expanded in Plannr. It’s undergoing a bit of a UI refresh to fit the style of our other menus in Plannr, which we’re rolling out section by section as we work through the Nuxt 4 upgrade for each area.
The first thing that’s gone live today, which will look a bit different (but hopefully more familiar), is the Account Details menu sidebar. We’ve taken the old Account Details looong page and split it into the individual items in the sub navigation menu so you have a much easier way of finding what you need and managing your site settings.
Any employee with Member level access will get a shiny new Settings menu too, with the items they have permissions to access as determined by you.
Until all the new tabs are released, you’ll be redirected to the original layout when you click on the new menu items - but where the upgrade has been made you’ll see the new layout look and feel, as well as experiencing the super speedy reliable Nuxt 4 engineering under the hood.
Inflows/Outflows
You may have noticed this one already in your travels as it’s been live for a week, but now when you’re looking at a plan’s inflows and outflows, you’re able to apply sticky filters for premiums, contributions, withdrawals and all transaction types. There’s further work to be done on transaction handling in Plannr but we hope this helps with returning the data you need, as easily as possible, when working in a client’s plan.
March 3rd, 2026
Great news for Qwil users - they’ve built a great integration with us and it’s now live and available for enabling in the Addon Store! 👏🏼 Here’s the elevator pitch!
Secure Client Communication, Simplified
Chat, share files, schedule meetings, and get documents signed. All in one compliant, branded platform with built in AI.
More than ever, businesses need an easy way to communicate with prospects, clients & partners that is personable, safe with full record keeping. Now with automatic logs of all conversations in Plannr.
Whereas MS Teams is for internal collaboration, Qwil extends externally to prospects and clients with defined rules of engagement. Everyone and everything in one place.
Qwil has the look and feel of WhatsApp making it intuitive to use for Staff and Clients, but with banking grade security and GDPR compliance. Over 3,000 advisers trust Qwil when it matters most.
Find out more here with a quick demo video.
Finally - the best bit - there’s a 20% discount on offer for Plannr users!
Signing up here starts a 30 day trial and applies the code directly, alternatively you can start a trial directly from their website and use code PLANNR26 at the checkout.
Amazing to have the Qwil team onboard! 🚀
March 2nd, 2026
Ahead of the official launch at the end of this month, we have released the Wealth Portal by Plannr app in the Apple and Google Play stores now for our existing users to download!
We’re incredibly excited to put the app in your hands so you can explore it, get comfortable with it, and begin rolling it out to your clients.
This launch marks a major milestone for the Plannr team and for you as our users. Thank you for your patience while we built something truly market-leading; not a bolt-on but a best-of-breed experience designed from the ground up and intrinsically connected to your Plannr database.
Our hope is that it feels like a straightforward extension of your existing client relationships; giving clients easy access to you and their information in their pockets, so they can stay on top of their finances and stay engaged with their advice team on the go.
We’re all about building a seamless, beautifully connected digital experience. It’s a practical evolution supporting how you deliver advice through Plannr 🚀 Woohoo!
Here’s the headlines
👆🏼 You need to have a client portal login to use it - this isn’t an adviser based app, it’s for your clients, but we heartily recommend setting yourselves up as dummy clients in your sites and giving yourselves a portal login - and then using your credentials to access the mobile app to see what the client experience will be like when you roll it out to them. If you use the same email address for your client portal and your adviser site, you will see your adviser site (greyed out) in the account switcher in app, but won’t be able to sign in to it.
✌🏼 The codebase for the mobile app is intentionally the same as that of the web-based client portal and therefore, the settings you have given your clients for their portal logins will be mirrored in their mobile app access like-for-like. e.g. if they have Wealth access toggled on in their client portal, they’ll see that on the web-based login as well as the mobile app.
🤟🏼 We’re rolling out the Plannr portal to all users today, however, should you wish to white label the app (e.g. your clients will see a firm branded version of your client portal in the app stores, instead of Wealth Portal by Plannr) this will be available very shortly, with a how-to guide coming soon. This will be a chargeable offering, and the app will be yours to manage (with assistance from the Plannr team). Once inside the app, your firm branding will be on display, just like in the web-based client portal.
The New Bits
In the clients’ app they will see a link to Support which will be offering them access to your team if they have any questions with their mobile app - you will need to configure who they contact in your Firm Settings in Plannr.
Head to the new Mobile App tile in Settings to add your preferred contact details here:
Another thing to consider before rolling out to your clients is that on first download, they will be invited to allow push notifications. Declining them at this stage just means they will need to reactivate them in their device settings later on, should they change their mind.
In addition, we have enabled biometric login (face ID or fingerprint) which, for their first login, is not required. However, from the second app launch onward, they will be prompted to enable biometric authentication if they wish to. This will need to already be established on their device in order to take advantage of it, but if you’re guiding them through the download and login process, you may wish to let them know about this.
Once they’re all logged in and happily using the app, a new feature to be aware of!
📂 Uploading documents has now become easier - they can use their photo gallery/camera roll to share images with you, as well as upload files from their phones and scan documents using the device’s camera. They’ll need to give permissions to access these areas on their device, the first time they use it.
Plenty more for you to explore, go and download the app today and let us know what you think! Usual support article here.
With thanks to all our beta testers who have been diligently trialing the mobile app for us these past couple of months, we really appreciate your feedback and reports on the functionality 👏🏼
Search Wealth Portal by Plannr in the Apple Store & Google Play Store now.
February 5th, 2026
There’s a new section in your side menus that now helps you to handle your upcoming client reviews.
You can see at a glance which reviews are due in the next 30 days but you can filter by any date range you choose if you want to look further ahead in your calendar.
You can also filter your upcoming reviews by adviser, for example, so if you’re an Ops bod looking at a firm-wide level, you can see what’s due specifically for members of your team. Otherwise the list will return any clients with upcoming reviews for groups that you’re a member of.
Another new feature here is a bit of a nudge system, when you’re working on client’s review case. You’ll see that wherever a case title has the word ‘review’ in it, or the case type is a review, a blue banner appears which provides you with a quick way to move on a review date to a future date.
The suggested date defaults to a year in the future but this is fully customisable by you - you can choose any future date you wish. The bonus also is that where you’re working in a circle, you can bulk-update all circle participants’ ‘next review date’ if you choose to.
Usual support article here if you should need any guidance, or you can reach out to the live chat help team if you need any support.
February 5th, 2026
This is one for those of you using Income Reconciliation with providers that send over statements using a different policy number to the one you have stored in Plannr for your live valuation feeds.
We’ve now added the functionality to map persistently-different policy references to the plans you hold in Plannr so that you don’t have to manually match these income statements each month - PHEW!
Here’s a support article explaining the new functionality. Any questions please do reach out on live chat as usual.
January 28th, 2026
Some positive news for you all on the Fundment valuation feeds coming in to Plannr!
Fundment have released an upgrade to their API which they are confident will resolve the recent issues you have been experiencing with graph anomalies and missing valuation data. Tests have been running well in UAT and we’re happy to release this upgrade into production on Monday next week.
However, as a result of this change to their API, we have had to make the decision to remove the historically controversial client and plan sync button in Plannr, as the way that this data syncs with Plannr under the latest version of their API doesn't meet our required spec for API call speeds, and a number of our users had previously reported to us that the sync has been problematic for them, with large numbers of records being added to Plannr erroneously.
There is a long-term resolution to this, which requires the Plannr team to rebuild against their upgraded API to enable the client and plan sync again in an efficient and more reliable way, but we have made the decision that the priority now for Plannr users and your customers is to get the valuation feeds and graph functionality working robustly and consistently as soon as possible. We will continue to work closely with the Fundment team to re-add this functionality in the future.
With this in mind, we plan to release this initial update in three working days (so Monday 2nd February) - to get your valuation feeds running reliably as a primary priority. 🚨 At this same point, the button for client and plan syncs will be removed from Plannr, so if there any any syncs you would like to run now, please ensure these are completed before we release the valuation feed fix on Monday. 🚨
Any questions as always please let us know.
December 11th, 2025
A couple of updates for you today, we’ve rolled out two quick improvements to the system. Let’s take a look.
Automation Status Page
We’ve added in a column to your Automation status page which now shows which client the automation was run against. Hooray!
You can also filter against this list to pull the client information from all your automations that have fired historically.
In some circumstances, a name will not be displayed and this is due to the trigger type of the automation being a scheduled trigger (e.g. a date). Further enhancements will be coming to unlock this component too in the future.
Log out expiry time
The system log out expiry time has been tweaked to register each user’s session time, with the system setting currently at two hours. A user will now only see the session time out pop up box (Still here? Extend my session) if they have been inactive or idle in the system for 2 hours or more.
At that point, if the message is ignored, the system will log you out.
If you click to extend your session, the timer starts again to watch for another 2 hours of inactivity. No snoozing on the job! 💤
Also, just an aside, the issue with seeing a negative time stamp in the ‘Extend my session’ message has been fixed, so no more -1,293 hours inactive updates.
November 27th, 2025
New filters in the Client Portal
Similar to the new filter layout in your adviser sites, we’ve upgraded the Client Portal to add a lot of new filters and change the look and feel to be cleaner.
The areas upgraded with new filters are:
📎 Documents
🟡 Actions
💬 Conversations
📈 Plans
✈️ Goals
Your clients will now be able to sort their portal pages much more easily!
Next up, we have some changes to Income Reconciliation filters:
Income Rec Improvements
We’ve made some general improvements to the filters in the Income Reconciliation area, and have reinstated the search bars that we took away with the filters overhaul earlier on.
Conversation Reacts ❤️
You and your clients can now react to conversation threads with up to four emoji reactions we’ve added to the adviser site and client portal conversations area.
