Portal 2.0

Our new portal is an entirely new product and has been built completely separate to the rest of the codebase of Plannr. Building it away from the rest of the app has given us the freedom to create something that’s much more consumer friendly and also gives us the freedom to more easily wrap up the portal as a mobile app (expected to be submitted to the app stores end of Q1).

The new portal takes onboard lots of feedback we’ve gathered from you all on what works and what hasn’t quite hit the spot. I’ll run through each of the top-level sections below in a nifty little interactive demo.

But just like Circles, this is the start for Portal 2.0 - there’s lots of things we have planned to enhance the experience and we’re currently still working on:

• Wealth overview / Net worth (more visualisations)

• More detailed information in each wealth subsection (e.g. drilling into plans)

• Ability for clients to add simple or advanced plans (either simple data collection or more advanced / detailed data collection)

• Updating information for plan values

👆 These things are still being actively worked on, and they should get released quite quickly. We understand that many of you are eagerly awaiting the opportunity to enable clients to create and update records, among other features. Rest assured, we are committed to delivering these enhancements as swiftly as possible to meet your needs and expectations.

Fact find 2.0

Ah now this is a feature I’m super super excited to get out there! Our new fact find engine allows you to send fact finds to clients or prospects, even if they don’t have an existing portal login. It also allows your clients to add other family members into a fact find too so if you’re a firm who send a fact find out to prospects, your prospect can start to build up a picture of their family unit for you, with zero effort on your part!

When you send a fact-find, you’ll have a new option to either send via a Plannr notification or the system can output a URL that you can copy and paste into an email, a whatsapp or anywhere else!

We’ve decommissioned a few fact find blocks but don’t worry, we’ve written a migration script to move your previous fact-find schemas over to the new blocks so again, you’ve got nothing to need to migrate manually.

You can step through a tour of the new fact find experience here.

With the new fact find experience, we’re also offering more granular control on circles where you can set which individuals have write access for other members of a circle. A simple yes / no toggle is all that’s needed to set who has access on behalf of other people.

That’s it for now!