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Good news, we've just rolled out a very highly requested feature; client impersonation!
Under the "actions" menu item on a client record you can find a new "impersonate" button that'll ask you how long you would like to impersonate your client for. Once you click "proceed" it'll automatically redirect you into the client portal and you can use the existing account switcher to switch back to your main account.
Let us know what you think!
We have some fantastic news for you - Charges V2 going live a little later
You can watch the recording from last weekβs high level demonstration here
Some highlights are as follows:
Firm Settings - you have the ability to enter a unique invoice number / charge identifier format which will displayed against charge schedules, expectations and on reports. For more information please visit our support documentation. Note - Updating this template will only apply to new charges.
Charge Schedules - there are many additional fields to aid you with creating a new charge schedule:
Charge Types
VAT - where VAT is applicable then you will see net / gross / VAT percentage and VAT amounts.
Where a charge is Percentage of plan value and ongoing you can now just enter the annual percentage and the frequency of calculation rather than having to calculate the %
Recurring charges - the expected net / gross and VAT amounts will be displayed.
For more information please visit our support documentation.
Charges Import - Additional fields added. For more information please visit our support documentation.
Many other support articles have also been updated to reflect screen changes and there will be many more during the following weeks.
Enjoy!
Lysa and the team at Plannr
Hey Plannr-ites,
Weβve rolled out a fix to the taskboard which will hopefully make your task management a little easier π€© Read on for more info, but the TLDR is that you can now see all your subtasks on your kanban board alongside the parent tasks!
Parent tasks are the main and first task you create
Subtasks are any tasks you have added underneath that parent task, that is related to the parent, and must be completed before the parent task can also be completed
Okay, letβs go:
The problem: With the current layout on your task boards it is difficult to see at a glance all tasks assigned to someone on the kanban board. If a task is a subtask of a subtask it wonβt show within the subtasks container π¦
We originally did this for two reasons:
However being able to see all assigned tasks should take priority so to fix this we now show all tasks, regardless of whether or not they are subtasks, to the kanban board (just like the list view) and we are removing the subtask container π¦ on each task card in favour of the following:
You will still be able to move tasks across statuses to change, complete or archive them.
To add or remove a subtask, click on a task and use the Subtask container here to manage subtasks. You can add a parent task in the same page if the task in question doesnβt already have a parent task.
Important: Please make sure to reset the task filter to see these changes or do so in Settings > My Account > Reset Filters
And thatβs it! Total task visibility from the kanban board, hooray! If you need any help or further guidance we have our support articles on task management here π€
Quilter is now live in Plannr!
Follow the setup instructions in the Addon store to connect your Quilter account to Plannr and, once enabled, youβll receive daily valuations and holdings for all your clientsβ plans.
As always if you have any questions check out our support article here or drop us a line on the support helpdesk or reach out to the Quilter team at wfpmadviserservicing@quilter.com.
Good morning all, more updates from the Plannr camp!
We just wanted to let you know that we've made a small improvement to incomes in Plannr to now include start and end dates. This was a great suggestion from the community and rolled out at the end of last week.
Enjoy!
Hey folks!
Just a little update for you about the way we will work with you when helping to resolve any issues within Plannr, or undertaking any training with you on your site π
When you reach out to us with a query on the helpdesk sometimes it is appropriate or necessary for us to take a look at your site, live, to help with bug diagnostics or to see what you are experiencing with your specific data and setup.
We have today released a new bit of functionality that will allow you to grant the Plannr team with temporary access to your site, only when you specifically allow it, and only for the amount of time you wish us to impersonate your login for. You can grant us access for between two hours and two weeks depending on the complexity of your issue or how long we are working with you undergoing training and consultancy. When you ask us to login, we will send you an email requesting temporary access.
Once you have granted us access we will be able to impersonate you on your site for the pre-agreed amount of time, to help with your query or training and get you going again!
As always if you need our help reach out to our fantastic support team via the live chat in app, or email help@plannrcrm.com π₯Έ π
Just a friendly reminder that we are going to be upgrading our load balancer and switching Plannr to use a NAT gateway this evening which will allow us to freely add and switch servers without changing our infrastructure at all, which is great news for all our integrators as well as you!
Apologies that Plannr will be offline and unavailable during this time.
Good news! The integration with LGT Wealth Management is now available through the Origo integration hub.
The integration provides you with daily valuations for your LGT plans. You can find the setup instructions in the Add-on Store within Plannr, check out Settings for more details!
Just a heads up that weβre 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 itβs 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 theyβve been needed, but theyβre 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 thereβs 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 donβt 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! π
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 youβre already a Saturn user, simply tell them youβre with Plannr and theyβll 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
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 βDetailsβ option).
If you donβt 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 β go to: Tools > Upload Documents.
Please ensure that a person named on the FCA register signs it β such as a Director, Partner or Compliance oversight.
If you have any questions or issues please donβt 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 donβt 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.
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).
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 >>
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.
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.
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! π
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! β¨
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 donβt 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.
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:
This is a fantastic bit of kit and weβre thrilled to be partnered with the ATEB gang. Go check them out!!
If you have any questions or issues please donβt 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 wouldnβt 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 β 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 youβve already got a Content Streams account simply contact the folk at Content Streams to get the ball rolling. If you arenβt yet benefitting from all of Content Streamsβ 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 donβt 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 donβt 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.
Thereβs 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 Teamπβ¨
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 itβs 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!