Just a heads up that we’re doing some essential server maintenance next Monday night so Plannr will be unavailable between 9pm and 11pm on Monday evening, 23rd September.

The update will allow us to freely add and switch servers in the future without changing any of our infrastructure that our integrators plug into, so it’s a win for all!

Thanks for your understanding!

Bing bong, sorry to disturb you but we've rolled out two little updates that might make your day just a smidge easier.

First off, we've improved navigation around plans a little bit more. When viewing a plan in Plannr we now show the high-level "type" of plan in the breadcrumb right up in the top left hand side of the screen. This gives you a much faster way of getting back to where you were and was suggested to us on our community.

The other addition that snuck in this morning is one that should make adding logins to joint clients a little easier, too! The form for adding a login now suggests email addresses that belong to the individuals who make up the joint client record. Again, another awesome suggestion that arrived from our community.

Thanks for the suggestions as ever; we hope you find these updates helpful.

Good news! If you occassionally introduce typing misteaks mistakes in your documents, we've just shipped spellchecker on document builder!

When the system finds a typo, it'll higlight it and offer up suggested fixes as you would expect.

We have today released the functionality to re-order your custom fields so that they can be displayed at each level of the contact record, plan, case or task in the order you want them to!

This is huge for many of our users that have built their site out over time and added fields as and when they’ve been needed, but they’re now not in a particularly sensical order. You can now grab the field in the list using the sticky pad at the end and drag and drop it where you want it to go.

As usual there’s help via our support helpdesk if you need any guidance.

Enjoy!

We are excited to let you know that an additional Provider is going live with EDI within Plannr:

LV=

Please see the updated support Article which is also detailed within the Addon in Plannr for each of the EDI Providers

EDI (Automated Provider Remuneration Statements)

If you have any questions or issues please don’t hesitate to raise a ticket in the usual way or via help@plannrcrm.com.

More are coming, but for now we hope you enjoy this new EDI add-ons!

Intelligent efficient wizards save time and are easy to use to collect information pertaining to the financial advice and with relevant risk warnings and technical notes included automatically.

Comprehensive, current & compliant addressing all areas of advice with content always up-to-date and regularly scrutinised by the FCA and compliance specialists.

Personalising reports to the client is essential and free flow text is available at every opportunity.

Customisable to reflect your company style, business proposition and content preferences.

Client friendly reports use plain English with technical terms clearly explained. The use of bullet points, tables, colour and multi-level headings assist with client engagement and make reports easier to read with repetition avoided.

Also available:

Cashflow Modelling cover all aspects of money - graphically illustrate a client's future financial journey.

Fact Find Builder to create fact finds tailored to your clients & your business - allows clients to complete online.

Get started with a one-to-one online demo to show PPOL in action, cover topics relevant to you and get your questions answered. Request a demo at ppol.co.uk or call the friendly team there on 01888 411188 for more info!

Saturn AI integration is now live! 🎉

Saturn combines data through industry specific integrations, and increases value provided to clients with purpose-built AI that puts customer care and innovation at the centre of your business.

Designed to empower the heroes of Financial Advice across your business.

Financial Advisers - Maximise the time you spend with clients through comprehensive meeting support and client data insights.

Paraplanners - Remove the administration burden on collecting information and focus on being the technical resource you are. Enable more clients to achieve their financial goals through Suitability and Review Report support

Compliance - Proactively detect and manage risks across the business with quality data through Vulnerability Detection, File Checking and Training & Competency systems.

Check out their Website for more information and to schedule a meeting with one of their team! If you’re already a Saturn user, simply tell them you’re with Plannr and they’ll switch the integration on for you!

Our long awaited integration with Transact for Automated Remuneration Statements is LIVE!

This integration automatically downloads provider statements from Transact into Plannr's income reconciliation engine. It will check daily for new statements from both your onshore and offshore accounts and also supports syncing from multiple accounts (that is, you can manage multiple Transact Adviser Firms under the one Plannr account).

The transactions from Transact will be automatically reconciled to expectations if they already exist, using the standard Plannr income reconciliation rules.

Key Facts

• Runs every day 4 times a day
• Supports multiple Transact accounts at once
• Will create both onshore and offshore statements
• Will attempt to automatically reconcile existing expectations with its transactions

We have created a new help guide here if you would like more information of how to setup this Integration.

Please Note - The person creating this initial connection must be a Transact Super User at your Firm (with 2 Step Verification (2SV)) as only they can authorise the Remuneration process.

You can check if you are a Transact Super User by logging into the Transact website > Housekeeping > Online Access. There it will say which users (if any) have Super User access. And if those Super Users have 2SV set up (under the ‘Details’ option).

If you don’t have a Transact Super User or want to register another one, you will need to complete a form please download from here and send via the Transact website – go to: Tools > Upload Documents.

Please ensure that a person named on the FCA register signs it – such as a Director, Partner or Compliance oversight.

If you have any questions or issues please don’t hesitate to raise a ticket in the usual way or via help@plannrcrm.com.

We hope you enjoy this new add-on

Following a busy week last week, we've rolled out another couple of nice improvements for Plannr.

We've made some really handy updates to make adding logins to clients easier and faster. The form now allows you to select email addresses that have been loaded against the client record as the email you would like to invite to the portal but still allows you to add a new email address if needed. The form even shows you if an email address is already used for a login on the client too.

Alongside this, we've also updated for the form fields to be alphabetical too!

We hope this helps, and thanks Richard and Dan from our community for the awesome suggestion!

We are excited to let you know that an additional Provider is going live with EDI within Plannr:

Scottish Widows

Please see the updated support Article which is also detailed within the Addon in Plannr for each of the EDI Providers

EDI (Automated Provider Remuneration Statements)

If you have any questions or issues please don’t hesitate to raise a ticket in the usual way or via help@plannrcrm.com.

More are coming, but for now we hope you enjoy this new EDI add-ons!

We have some fantastic news for you - our long awaited integration with Genovo is now LIVE! This incredible bit of kit allows you to build compliant, exhaustive, intuitive reports all synced with your Plannr client record, with a wealth of predesigned content to save you no end of time. Existing Genovo users will rave about the functionality, and now you can seamlessly build and share your reports with clients through Plannr.

Not already a Genovo user?

Genovo is a highly customisable and easy-to-use online suitability report builder, providing the perfect balance of personalised user input and time-saving automation.

This groundbreaking two-integration allows you to pull client and plan data from Plannr into Genovo and upload the report back into Plannr and automatically save it against the client record(s).

Key Features

Time saving - Packed full of features that allow highly personalised reports to be created in a fraction of the time it takes when using more traditional methods like Word templates.

Compliance confidence - Peace of mind that your reports include everything they need to, and the content is being automatically kept up to date for you.

Highly customisable - Customise your workspace and your reports to reflect your company's brand and advice service, as well as your individual content preferences.

Comprehensive solution - Write suitability reports or MiFID II-friendly review reports for private, corporate and trustee clients covering an extensive range of financial products and advice scenarios.

Reader friendly & engaging - Improve your client experience and enhance your company's brand by providing your clients with professional, reader-friendly and engaging reports that adhere to the principles of Consumer Duty.

Truly scalable - Designed for companies of all sizes from individual advisers and paraplanners, to multi-adviser companies, and multi-company groups.

Content libraries - Libraries containing regularly used core content that can be added into a report with a couple of clicks, saving the need to rekey this information and helping to further speed up the report building process.

High level security - We take the protection of our clients' data extremely seriously.

Extensive user support - An extensive range of support and training resources to help new users get up and running quickly and effectively and ensure existing users continue to have access to the assistance they need whenever they need it.

Learn more about all of Genovo's key features >>
Book a demo of Genovo >>
Sign up for a free trial of Genovo >>

How to!

It's really easy to integrate your Genovo and Plannr accounts. This article from the Genovo Knowledge Base provides step-by-step instructions on exactly how to do this.

Where can you find more information about the Plannr integration?

You'll find everything you need to know about how the Genovo < > Plannr integration works in the Genovo Knowledge Base.

There's no additional cost associated with the integration, and existing users of Genovo and Plannr can set up the integration and get started in a couple of minutes.

If you're a user of Plannr, but don't as yet have a Genovo account, and would like to see more, you can book an online demo here.

What should you do if you haven't got a Genovo account yet?

You will need an active Genovo account before you can set up and activate the integration. Don't worry if you don't already have a Genovo account, you can sign up for a 30 day free trial of Genovo via the Genovo website by clicking the orange 'sign up' button in the top right hand corner of every page. There's no risk, no obligation and you can cancel at any time.

You'll find more information about Genovo's plans and pricing as well as the 30 day free trial on their website.

If you need any help and support on this please reach out to Genovo or Plannr anytime! 🎉

Thrilled to announce that we have just released the functionality to create internal forms for completion between employees in your firm, as well as forms against clients that do not go to the client portal for a client to fill out. Magic! ✨

Thanks to everyone that fed back that they wanted this functionality in Plannr; this will hopefully open up a ton of opportunities to use Plannr for checklists, compliance sign offs, staff evaluations, and much more.

Little help guide here if you want any more info, but go check it out! We recommend a staff form to identify which biscuits are best for the office, and why is the answer choccy hobn

Give it a try! If you have any questions or issues please don’t hesitate to raise a ticket with us via help@plannrcrm.com.

Presenting a seamless integration between Plannr and ATEB Suitability. Improved efficiency in creating suitability reports!

Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within their suitability report writing application.

Key Features and Benefits:

Effortless access to ATEB Suitability from Plannr

Two-way integration - Once your report is complete, you can store it within the client's record in Plannr with just a click of a button.

• Increased Efficiency - Automates data transfer between systems
• Reduces manual/repetitive data entry and minimising errors.
• Ensures consistent and accurate data throughout your reports.
• Streamlined Processes with effective client data management

Enhances customer experience by providing timely and accurate information.

ATEB Suitability will give you a smarter, more cost-effective, and compliant approach to producing your suitability reports. Having been developed using cutting edge intelligent document creation software, combined with the expertise of leading compliance experts, it offers a fresh approach to the production of suitability reports which are both comprehensive and personalised.

For additional information on the setup, user guide, and supported fields, click HERE!

To use the integration you will need an active ATEB Suitability account, but don't worry they offer a no obligation 14 day free trial (no credit card details required). You can sign up at any time using the following link: https://app.atebsuitability.co.uk/#/register

Once you have created your ATEB Suitability account, you can click the enable button on the addon store to get cracking!

Need to know a bit more first?

They host regular webinar demonstration sessions every 2 weeks, alternating between Tuesdays and Thursdays. These can be booked using the links below:

• Tuesday Webinars

• Thursday Webinars

This is a fantastic bit of kit and we’re thrilled to be partnered with the ATEB gang. Go check them out!!

If you have any questions or issues please don’t hesitate to raise a ticket with us via help@plannrcrm.com.

We have some amazing news - our fantastic friends over at The Outsourced Marketing Department (TOMD) have launched their incredible new content sharing platform that brings a whole world of targeted campaigns, top notch marketing content and quality client communications - fully integrated with your Plannr client bank so that at the press of a button you can send a wealth of useful content to specifically tagged clients and prospects - driving client engagement, retention and acquisition. Who wouldn’t love that?

The transformational content sharing platform integrated with Plannr

Plannr's unique integration with Content Streams enables advisers to securely share content with clients directly from Plannr to the client portal, using content in multiple formats, including video. In conjunction with our automation engine and tags features, targeted high-quality content can be delivered to specific segments of your client bank without you even needing to be sat at your computer.

The Platform

The platform saves busy professionals time, effort and resource while improving the quality, frequency and relevance of communications. Content Streams enables advisers to create, approve, share and track content across all their marketing channels - from within the platform. Combining cutting-edge marketing automation technology with TOMD's 25 years of experience in resolving the marketing and communication challenges of financial advisory firms.

CAST

Content Streams provides an end-to-end, seamless content marketing workflow for busy financial advisers, using the unique CAST system – create, approve, share and track.

Instantly create impactful ad-hoc or regular marketing campaigns, web pages, HTML emails, adviser profiles and more. Check, amend and approve your content to ensure you are happy to share it. Share your content and campaigns on social media, email, in a video or securely from Plannr. Track the success of your campaigns within Content Streams' analytics tool, allowing you to monitor and analyse engagement and effectiveness.

Do it yourself... or don't

The intuitive interface is designed for ultimate ease of use, making content marketing a dream for tech-phobic and tech-savvy advisers alike. If you're not keen on a DIY approach, however, Content Streams can take away the pain of that, too. They can manage your activity from start to finish so that you reap all the results, with none of the effort.

If you're frustrated by the challenges of content marketing in a highly regulated industry, if you lack the time and resources to communicate with clients as often as you should, and if you just want to make life a bit easier for yourself, then the Content Streams platform could be for you.

How do I get it?

If you’ve already got a Content Streams account simply contact the folk at Content Streams to get the ball rolling. If you aren’t yet benefitting from all of Content Streams’ great features, you can find out more at the Content Streams website, call 0333 041 6950 or email hello@contentstreams.co.uk to speak to that fantastic team there.

If you have any questions or issues please don’t hesitate to raise a ticket with us via help@plannrcrm.com.

Hello everyone, a couple more improvements to report!

Following some awesome feedback we've rolled out the ability to jump into Google Maps from an address to get directions. When viewing an address there's a new button to "view on Google Maps". Clicking this will pop open a new tab and allow you to get directions to the address as it is already pre-filled.

The other big change is to do with our factfind engine. As previously mentioned, we have introduced a few new factfind schema blocks to make the data-capture from clients even easier. We have combined income and employment blocks and reduced the required fields on the plan sections too. There are a few more blocks for plans too, as we have broken down the plans section into each high-level category so you can present your clients with a "investments" section rather than the generic "plans" block.

All of these blocks are optional and any existing fact-finds will continue to work, too!

Hello everyone!

Many of you have been asking for the ability to Import tasks in Bulk, this is now available in Plannr.

Within Business go to Imports, select Add New and choose Tasks. You can download the sample import CSV and once you have added data use the standard Validate, Create and Update functionality.

Once imported the tasks will show against the client, case or plan and on the task board

A new Support Article is available https://support.plannrcrm.com/en/article/tasks-import-ifd6ge/ which will give you the step by step guide but as always any queries please let us know.

Enjoy!

We are excited to let you know that an additional 3 Providers are going live with EDI within Plannr:

Abrdn - This is for Ex Elevate only and does not include Abrdn Wrap at this stage

Royal London

Zurich

Please see the updated support Article which is also detailed within the Addon in Plannr for each of the EDI Providers

(https://support.plannrcrm.com/en/article/edi-automated-provider-remuneration-statements-10crcnk/)

If you have any questions or issues please don’t hesitate to raise a ticket in the usual way.

More are coming, but for now we hope you enjoy these new EDI add-ons!

Exciting news, we've just pushed live valuation feeds for both M&G Wealth AND SS&C Hubwise. You can enable these add-ons by visting Settings > Addon store and following the setup instructions as per normal.

Enjoy!

We just wanted to share with you that task bulk actions / multi-select is now live!

This update brings the following 8 shiny new bulk actions to your toolkit:

Whilst this has taken a fair bit of time to build the majority of the time has been spent building an engine behind the scenes that means we can more easily plug this into other parts of Plannr. Our intention is to focus on getting bulk actions enabled on contacts next, and then places like cases after that.

There’s a really decent guide on this new feature written up for you already in our support site and you can find this guide here:

https://support.plannrcrm.com/en/article/bulk-actions-tasks-cwp0dz/

From all of us at Plannr, we hope this makes your life that little bit easier! Enjoy!

We've just rolled out the ability to rerun auto reconciliation within the system. This can be done on individual transactions by ticking the transaction line(s) and either selecting the Rerun auto reconciliation or using the Actions / Rerun auto reconciliation.

Or

If you would like to rerun again a whole Provider statement this can also be done by selecting the Provider statement(s) and then clicking on Rerun auto reconciliation.

Additional support guide updates will be coming soon.

Please have a play around with it and, as always, if you have an issues please contact our wonderful Support Team🚀✨

I'm more excited than I should be about this, but I'm absolutely buzzing to announce that the pinned notes and other note improvements have gone live!

By popular request, we've just rolled out the ability to pin any note left on a client record which will force it to appear at the top of the notes list. Notes can be pinned and unpinned to your hearts content and there's no limit to the number of pinned notes you can display.

On top of that, we've updated our notes importer and exporter to allow you to bulk set things as pinned, too.

This update also introduces another pintastic feature that we're calling note paths. We've been asked to add the ability to leave notes against sub-sections of a client's account, such as the income or dependants pages. Well, now you can with our new path improvement!

When navigating a client record you'll spot a new light blue block in the top right showing the total number of notes left on that page. You can click that block to open out the list of notes, and it's really easy to add another.

Going a step further, and definitely not putting a pin in it, we've also introduced the ability to leave notes whilst completing the fact-find also! And, because we're really nice, those notes are also exported with the factfind snapshot PDF too.

So many things to note! Enjoy!

We've rolled out some fairly chunky updates to the search within Plannr overnight that should make searching for things sooooo much easier now.

Searching for addresses, emails, phone numbers, and NI numbers will now show you the client information these items belong to. When searching for NI numbers it’s recommended to not include spaces so that it will search for the entire NI number. With spaces it might return results that match each part of the query which might not be relevant. You can still search for policy numbers for plans too, and those will be returned also.

We have also reduced the number of results which are returned to help reduce the clutter, such as when searching for a client name, it will not longer return lots of folder and files, because the file location path happened to include the client name. Instead it will only return results for folders and files which match the name, and not the path.

We hope you like the upgraded search functionality! Happy searching!

We've just released a few small improvements to the plans section within a client record on Plannr to introduce sticky filters and to improve the way data was loaded.

The "include inactive" and "include all plans" toggles on the page are now sticky, so if you set it to include all plans and move away from the page, log out and back in, the settings will still be there.

This release also includes:

• Improved space between the pin icon and the conversation title on the client portal
• Joined buttons for "yes/no" questions aren't as wide now
• The "add new task" button is back in the task list view

We hope this helps!

Following feedback from our users, we have expanded the available views within the tasks areas:

• My Tasks
• Client Tasks
• Case Tasks
• Plan Tasks

This means that you are now able to view in a task list as well as the Grid (kanban board) view.

There was no ability to see a sub task when you were not assigned to the main task and in this new list view you are able to see these child tasks:

Task Filters
You are now able to filter by ‘Has due date’ and the Filter by overdue is now a list view:

My Tasks View
Within the dashboard overview ‘My Open Tasks’ area there is now the ability to show tasks with due dates or tasks without any due dates using the new icons:

If you have any questions or issues please don’t hesitate to let us know in the usual way

Following feedback from our users, we have expanded the options available upon creating a client login. This allow you to tailor the portal experience for your clients.

You can now choose to exclude:

• The Welcome Message
• Goals
• Factfinds
• Tasks

In addition to the existing ability to exclude Wealth.

Please see the guide for the full details on the Client Login options: Client Login Options Guide

With these improvements comes the ability to change the Welcome Email that is sent to the client. This can be done from your Firm Branding in Settings:

Also in Firm Branding is the ability to change your email branding. Now, you can fully customise your email colours using our five colour selectors. These correspond to the different elements of the email like so:

The full support guide for the updated Firm Branding is coming soon.

Please note:

• Custom css has been removed from login controls (but will be coming later)

Happy Friday!

We’ve just rolled out our upgraded interface for plans within a client record following our discussion on the community recently.

If you’ve not noticed, when you view a contact you now have a new “plans” option on the left hand side:

Alongside this release, we’ve also rolled out:

Big performance gains on loading plans and valuations on plans in Plannr. In some instances we’ve made a 800% improvement on load time!

We just wanted to let you know that we’ve rolled out an improvement to the Revenue Analysis Based on Receipts Report this afternoon.

You are now able to choose the Report Date basis of what you would like to report and can choose either the Expectation, Bank Receipt or Reconciled dates.

You are also still able to choose Statement as you could before.

If you have any questions or issues please don’t hesitate to let us know in the usual way

Enjoy!

Great news! A new raft of automation blocks have now landed. Alongside all the existing blocks you can also automate sending your new prospects and clients a login, issuing factfinds, sending Form Buildr forms to complete, and requesting client signatures. We know that this will add many options for your automated onboarding and client review processes. (Also, a nifty little feature, if a client already has a login for example, the automation engine will simply skip this step rather than pausing the whole automation - hooray!)

We have brought our UI in line with other areas of Plannr so your Blueprints sit nicely on the Automations dashboard as a menu option, just like your document templates do in Doc Buildr.

There are now all-new trigger conditions and trigger filters too. The number of fields you can create a trigger condition against is now an extensive list - as well as - drumroll please - your custom fields too! This allows you to build automation blueprints to target exactly the client bank you need - and only when specific conditions are met. Very exciting!

Go and have a play, and as always if you need any Consultancy or training on building your new automations please do reach out to us at sales@plannrcrm.com to book in. Our support desk are also available for any questions you might have too!

We hope you love these improvements as much as we do!

Good afternoon all, I just wanted to let you know that we’ve rolled out a couple of handy features today. I’ll dive into each one in turn below. Grab a brew!

Improved client navigation

We’ve added more options to the “add new” button under a client and because there’s now quite a few, we’ve tweaked the layout of the dropdown! It’s in alphabetical order now (yay!) and should be easier to navigate for you all.

Easier joint clients

This is a first pass at making the joint client experience slicker for you all. We’ve introduced a few new nice-to-haves on Plannr around joint clients. For example, when you go to add something new to a joint client you now have this:

The first question it’ll ask is who this plan belongs to but it extends to most other things that you can create under a joint client. No more having to navigate around to the individual records etc, it’s all right there at the tough of a button.

Going hand-in-hand with this, we now group records together on most of the screens without a joint client so you can easily see the entire picture of a joint client in one place, like below:

On every page you can see everything, or filter down to the records owned by a significant contact. Noice!

Income reconciliation button improvements

We had a little feedback request come in yesterday that stopped us in our tracks as it was such an awesome little feature to build in so we hopped straight on it. We’ve had a bit of feedback that having to scroll up to the action buttons in income reconciliation screens was getting a bit tiresome when you had lots of records but don’t worry, we’ve made the screen smarter! When you scroll down now, the buttons will float down with you. Again, a small improvement but hopefully a big time-saver!

That’s all for now, we’re still aiming to get the automation blocks out today (bit delayed!) and will shout when they go live.

Enjoy the updates!

Hello and happy Friday to you!

Our team have rolled out a number of little improvements for Plannr this afternoon and we thought you might like to know that the following has just been pushed live:

• an improved help pop-up when choosing the role for a new employee (we'll be introducing these all over the place in Plannr now)
• a reworked "logout" section on the client portal so that the links are always visible
• the left-hand sidebar is now "sticky" e.g. if you expand the menu to reveal the text and icons and reload the page it'll remember and keep it open
• small tweak to the URL of cases to make them more consistent with other urls in Plannr
• Fixed a bug with viewing signature requests (broken link)
• Better labels on the client create / update forms for some of the yes / no fields including the contact preferences section
• Fixed an issue where error messages would be shown even if the error has been fixed on addons
• Added a new redirect when you attempt to click onto a task that's since been deleted
• Added a new filter on the notes section to allow you to show notes of a specific type (e.g. call notes)

Enjoy!