Recent updates

Duplicate Client Monitoring

Plannr now helps you identify any duplicate records that might have been created - or you’re trying to create - where the first name, last name and date of birth match on multiple records. Plannr flags the record as a Potential Duplicate so you can review and decide what to do. The check runs in four places: client creation, client editing, bulk import and retrospectively across your existing records.

To help you verify whether this is a unique record or not, you can compare the potential duplication with a side by side view of the matched records here:

We will be adding a merge function in the future, to combine duplicate records, but for now you will need to manually delete or archive the ‘spare’ by changing the client status to Inactive - keeping you in complete control of your client bank. We recommend archiving, in case there is data in the duplicate record that you later need to transpose over to the original.

New webhooks

We have added a couple of additional webhooks for those of you taking advantage of our webhook functionality!

Head to Settings > Webhooks > Add New to see what’s available now!

New flag for deceased clients

The Deceased field already exists on every Client record under Basic Details - you can already mark a Client as Deceased and record the date of death. This update doesn't add any new capability or change how that data is captured. It simply makes the information you've already recorded more visually obvious across the Client record, tile, and including it under the search and export filters.

The aim is to improve visualisation around knowing if a Client is deceased at a quick glance, as well as the ability to filter and export your deceased Client base - useful for compliance, estate handling, and clean-up purposes.

You will also see a Deceased tag on the contact tile too, for at a glance views across your client bank.

We’ve also added a new filter for deceased clients within your Contacts area, as well as within the client export, for only reporting on the clients you want to, when you need to.

💡 Something to consider - if you already have tags you have manually added for Deceased clients, you can remove these in bulk via the client importer should you wish to, now we have this new feature.

New Imports

We’ve added in two new importers for Relationships and Dependents so you can enhance your data in bulk once more, with additional family or business client information.

As usual, sample CSV files are available with the correct column headers, and our full guide on using the importers are in the Knowledgebase library for you to refer to as needed.

New Export for Income & Employment

We’ve updated the available exports to include Income & Employment for your client base!

New filter in Exports for Plans

Your plans export now has additional filters for Plans that are under advice or in your agency, to further drill down the clients you’re actively servicing.

1️⃣ New indicator if a task spawned from a workflow

Plannr now shows the name of the originating workflow on tasks that were created by a workflow. You can see this at a glance on the task itself, on your task list and board, and you can filter your tasks by each workflow too.

Why this is useful

👀 Easily identify the source workflow of any task without opening or navigating away.

👏🏼 Filter your task list to a specific workflow to manage workflow-driven work more effectively.

2️⃣ New Client Service Levels

You can now set your own client service levels in Plannr to help with client management! Heading to Update Basic Details and the Service tab, you can select from a dropdown list (once you have created your service levels in Settings > Firm), which will then show on the client record in the core display box.

Full details of how to add these, and which permissions you need to do this, are in the support article here.

😎 System touch points: These can be updated in bulk via our importers, reported on via our exporters, are also included in our form builder linked fields, and show in your client record audits when service level changes are made against a client.

3️⃣ New Vulnerability visuals

Where you have marked a client as being either vulnerable or possibly vulnerable, we have enhanced the view when accessing the client record to flag to any of your team working with the client that there is a vulnerability recorded.

When you open a client record a clear banner will now appear at the top of the record reading:

"[Client Name] is flagged as vulnerable."

Or, for potentially vulnerable clients, an amber banner will display.

⚡️ Click the banner to jump straight to the Core Details section where the full vulnerability information lives.

⚡️ The banner is read-only - to update vulnerability status, you'll continue to edit core details as you do today.

When viewing your contact list, you’ll have new vulnerability indicators on the contact record tile too:

😎 System touch points: New filters have been added to the client search, and your client export also has this filter added for reporting on clients with vulnerability markers too.

The support article details how to update client vulnerability here if you haven’t been using the functionality until now.

4️⃣ New filters in Plans for under advice and agency in your name

Two new toggle filters have been added to the Plans dashboard (Investments & Plans) so you can quickly narrow the list down to plans flagged as Under Advice and/or with Agency in your name.

This is purely an addition to existing filtering - nothing changes about how the underlying Under Advice and Agency in your name data is captured against a Plan. You'll continue to set those values when adding or updating a plan as you do today.

Plans where the Under Advice or Agency in your name question has not been answered (i.e. left blank) will not be included when either filter is active. Only plans with an explicit Yes or No are returned.

👀 Coming soon will be the same filters available in your plan exports, to help with your plan servicing management 🔥

5️⃣ New filters on your imports

New details within your Imports area in Plannr, which now display who has run the imports, what type of import was run and when, with corresponding filters in the Import area of Plannr for easy viewing. Select from the following list to pull only the information you need:

More audit trail love for consistency and compliance within your business!

We’ve rolled out a handful of quick wins into the Plannr system this morning - let’s take a look!

New date fields

For your client agreements and terms of business, you can now log the date last issued in your client records!

You can update these in bulk across your client bank by using our usual client importers, or add the dates on a case by case basis when you’re next working on that client.

Pinned notes

A new indicator on your notes will flag if a note is pinned or not - just a helpful tweak to the UI to make note management even easier 🚀

Finally, Auto-linking of URLs in Custom Fields

As mentioned in my post last week, we’ve rolled out the ability to place URLs in your text-based custom fields so that your team can more easily navigate any external systems when working on a client record.

Hope these items continue to make your days a little bit easier!

Very pleased to announce that the deployment of fact find v3 was successful and all new fact find functionality is live in your systems now 🎉

Can’t wait to see what you all think!

⚡️ Where you have an pre-existing fact find schema that’s been sent out to a client, or multiple clients, and they’re midway through filling it out - we have LOCKED that template so you can’t make any changes to it and break the fact find for your client.

⚡️ You’ll see it in your new fact find templates area and it’ll tell you who’s using it. You can click on the three dots to select Clone & Edit, and that’ll allow you to create a copy which you can then play with, to add any of the additional new functionality that’s available to you now. Or you can just start again from scratch and build whole new templates from the ground up!

⚡️ Support guides are available for all the new functionality - check out the Template Builder guide to get you started.

Good news - we’ve just boosted our Vulnerability data capture in Plannr to fall in line with the consumer duty categories around Vulnerability reporting.

You can now (multi-) select the Vulnerability Type and add a duration, along with the date of your last Vulnerability assessment, and specific details of the assessed or potential vulnerability.

If you want to update your client bank in bulk with this new data, our importers have been refreshed to enable you to add these items in for any relevant clients. Exports will show this data, and it’ll be visible on the Core client information in Plannr.

For a fast follower, we’ll be giving you the ability to select whether this information is visible on the fact find snapshot or not, on a client by client basis. This will enable you to make the information available to your compliance teams as part of the client or case review, or opt to keep it confidential in, say, the client facing snapshot if you feel that would be more appropriate.

If you have any questions about recording vulnerability in Plannr, here’s our usual support article!

Great news - we have today rolled out Conditional Fields as part of Plannr’s custom field functionality!

This is a mega bit of functionality which will enable you to set attributes which dictate whether a custom field will show or not - depending upon where you are in Plannr and what you’re looking at.

🧐 So, now, if you’re looking at a drawdown pension plan for your client, you can choose to display your custom fields around beneficiary nominations, MPAA triggers, GAD reviews etc only against those plan types - instead of ALL plans. Magic! 🪄 Another plans based one, for your Accident and Sickness protection policies you could display your custom fields detailing the deferment period and payment period - keeping other non-ASU plan types clear of that ‘noise’ where the information isn’t relevant.

🧐 You could add in case-specific custom fields, so where the condition is met that your case type is a pension transfer, you’ll be able to display custom fields relating to the transfer details, reasons why recommendations made, etc. Compliance sign off fields (until we release our snazzy new case functionality of course) amongst other things!

🧐 Maybe at a client level you might want to show custom fields where the client status is Archived, detailing last contact, reasons for disengagement, any plans to re-engage later etc.

🧐 You can multi-select attributes, for example, all tasks with status ‘in progress’ AND ‘with client’ - with a custom field capturing the date when last chased.

Adding multiple conditions isn’t an issue either - you’ll just need to determine whether all conditions need to be met for this custom field to show or not:

The possibilities are endless here, go and have a play and let us know your best-use-cases for conditional custom fields in your sites - we’ll add them to the support article as a bit of a library of best practice suggestions for other Plannr users!

Recurring Tasks

Pleased to get this one in your hands! We have now built in the functionality within your Plannr sites to make a task recurring, at intervals such as daily (make coffee), weekdays (drink coffee), fortnightly (buy coffee), monthly (book a medical) etc.

This can be setup ad hoc, e.g. if you’re creating a standalone task you wish to repeat, or as part of a workflow that is triggered at regular events (think: disinvestments for an ongoing withdrawal).

Your recurring task will be labelled as such with the recurrence tag, as per the below, to make it clear whether it’s a one off or repeatable task:

When you’re filtering your taskboard, you can now also filter to view all the recurring tasks, or only the standalone ones, or all.

Finally, our importers and exporters can also be used to create recurring tasks in bulk or for easy task management offline. There’s a few things to note which you’ll see in our support article, to ensure when setting any recurring tasks up you’ll get the outcome you want.

Time to spam your favourite employee with a daily repeating task every 5am. 🤌🏼

A Settings Area update

We’re busy behind the scenes rebuilding the entire Plannr codebase in Nuxt 4, the gold standard of development in the industry. This has been happening for some time now and the only impact on you guys is that Plannr will be slicker, faster, and more robust technology. Awful, right?

Well, we’re taking the opportunity whilst cleaning everything up, to standardise the look and feel of Plannr across every area of the site. This is important so that no matter where you are in the system, everything feels familiar and accessible - like a warm hug.

Enter the Settings Dashboard, which has been added to many times over the years as functionality has expanded in Plannr. It’s undergoing a bit of a UI refresh to fit the style of our other menus in Plannr, which we’re rolling out section by section as we work through the Nuxt 4 upgrade for each area.

The first thing that’s gone live today, which will look a bit different (but hopefully more familiar), is the Account Details menu sidebar. We’ve taken the old Account Details looong page and split it into the individual items in the sub navigation menu so you have a much easier way of finding what you need and managing your site settings.

Any employee with Member level access will get a shiny new Settings menu too, with the items they have permissions to access as determined by you.

Until all the new tabs are released, you’ll be redirected to the original layout when you click on the new menu items - but where the upgrade has been made you’ll see the new layout look and feel, as well as experiencing the super speedy reliable Nuxt 4 engineering under the hood.

Inflows/Outflows

You may have noticed this one already in your travels as it’s been live for a week, but now when you’re looking at a plan’s inflows and outflows, you’re able to apply sticky filters for premiums, contributions, withdrawals and all transaction types. There’s further work to be done on transaction handling in Plannr but we hope this helps with returning the data you need, as easily as possible, when working in a client’s plan.

Great news for Qwil users - they’ve built a great integration with us and it’s now live and available for enabling in the Addon Store! 👏🏼 Here’s the elevator pitch!

Secure Client Communication, Simplified

Chat, share files, schedule meetings, and get documents signed. All in one compliant, branded platform with built in AI.

More than ever, businesses need an easy way to communicate with prospects, clients & partners that is personable, safe with full record keeping. Now with automatic logs of all conversations in Plannr.

Whereas MS Teams is for internal collaboration, Qwil extends externally to prospects and clients with defined rules of engagement. Everyone and everything in one place.

Qwil has the look and feel of WhatsApp making it intuitive to use for Staff and Clients, but with banking grade security and GDPR compliance. Over 3,000 advisers trust Qwil when it matters most.

Find out more here with a quick demo video.

Finally - the best bit - there’s a 20% discount on offer for Plannr users!

Signing up here starts a 30 day trial and applies the code directly, alternatively you can start a trial directly from their website and use code PLANNR26 at the checkout.

Amazing to have the Qwil team onboard! 🚀