Help Center

Improved

Fixed

💡 Share your ideas

plannrtechnologies

Backlog

Planned

In Progress

Completed

Rejected

Accepting Feedback

Integration

Formbuilder

Time Tracking

Reporting / Exports / Searches

Conversations

Documents (File System)

Tasks

Settings

Client Portal

Contacts (Clients / Prospects / Employees / Introducers)

Income Reconciliation

Notes

Cases

Imports

Fact Find

Groups

Document Builder

Automations

Notifications

Workflow

Dashboard

New Business Events

Custom Fields

Branding

Circles

Audit

Plans

Plans - Valuations

Plans - Transactions

Signature Request

Valuation report

General Navigation

Other

Hey {name|there}! 👋

<p>The Verve group are currently rebuilding their tech to bring Apricity compliance and Parasols paraplanning inside one piece of tech. Could be a great time to talk to them about an integration</p>

Integration with Apricity/Parasols

tomorchard

Plannr Technologies

Integration with Apricity/Parasols

Subscribe to request

Subscribe to request