Exciting news, our team have just deployed one of the biggest releases in Plannr's history - the new accounts functionality and revamped client portals.

In this release we've introduced the following:

New ways to work with employees & introducers, via conversations, document sharing and more
Massively improved client portals with two distinct flavours; wealth-enabled and wealth-disabled.
A simplified "contacts" screen in Plannr that contains all clients, employees and introducers together, with the ability to filter between the various types
Improved login controls for clients
... and much more!
Really proud of what the team have pulled off on this release and as ever if you have any comments or feedback please don't hesitate to get in touch with us.

Enjoy the new portals!