🚀 New: Client Valuation Reports in PDF 🎉
Great news! New stylised client valuation reports are available in Plannr! This replaces the excel downloads you've had thus far, and now gives more options for customisation and polish.
🤝 You can write your own introduction paragraph for each client and choose exactly what goes in the report.
What does this mean in practice?
You can create a professional valuation report from inside the client record in a few clicks, ready to send to your client before your next review meeting.
How to create a valuation report
Open the client record and click Add New → Valuation Report.
Give the report a name and set the Date from and Date to.
Add your Introduction paragraph to give the report a personal touch.
Choose what to include: holdings, inactive plans, a profit/loss column, goals and risk profile.
Click Generate Report. You'll get a notification when it's ready.
Find the PDF in the client's files under the Reports folder, then preview, download and share it.
📺 Prefer to watch? See the walkthrough video