Holdings in Plans - reporting options
You can view holdings within the sub-account area of Plannr (Holdings Tab) - it would be great to be able to print/share a report of these holdings. At the moment there is no reporting options to provide a full list of the underlying holdings.
It would also be useful to have the ability for the client to view the underlying holdings within the Client Portal. At the moment they are limited to a valuation history only.
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Comments3
David Pegler
Jul 2
•Merged request
•7 votes
View holdings on the client portal
Could we have the ability to view holdings within the client portal. At present you can only see valuations of plans, it would be great if we could also see the sub accounts and holding info as well there too.
Abi Hortin
Mar 11, 2025
Hi@Darren Davidson just per your comment on the Community - this has been requested and you can upvote it / add your comments here. Adding your initial comment here for you: Im looking to download client holdings at a plan level to then upload to FE analytics, when im looking at the holdings on the client screens i can see them sitting there, but there is no export option. as a feedback point to plannr, it would be great to see percentage splits in the holdings screen as well.
Tracy Holdt
Mar 3, 2025
We are in the process of making any underlying holdings received for any plans visible on the client portal