Hey folks

Great news for firms that work with businesses - we’ve opened up a host of new fields in Plannr to capture your corporate client data within the client record!

You can also add shareholder information and professional advisers.

This is an early release as we were excited to get this out to you as soon as we possibly could, with corporate importers and reporting to follow in a later release - so you can update your business clients in bulk down the line. For now, you can flesh out your corporate records on a case by case basis, as and when you’re reviewing your file for them.

As usual, if you need any help getting information added, our support article gives you the down-low on what has changed!