The Wrap plan functionality in Plannr has been updated.

You are now able to mark a plan as a Wrap Product and add child plans within the Wrap

Please see below a couple of example screens but for full details regarding how to please see the links below:

• How to add a Wrap Product

• Adding Child Plans to a Wrap

Please Note- The Valuation detailed on the Wrap Product will be the sum of the valuations of the child plans linked to the Wrap and also as such the Key Metrics and client net worth have been updated accordingly.

Give it a try! If you have any questions or issues please don’t hesitate to raise a ticket in the usual way or via help@plannrcrm.com.