CLIENT PORTALS SUPPLIER/SOFTWARE: plannr

Plannr’s Client Portal provides a secure and user-friendly platform for advisers to connect and collaborate with their clients

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS:

INSIGHTS:

Marketing Systems Supplier/Software: Keychain

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Legado

Artificial Intelligence – AI Tools & Services – Dynamic Planner

RESEARCH SYSTEMS SUPPLIER/SOFTWARE: Iress O&M Profiler ESP

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: IRESS XTOOLS (Cashflow)

CLIENT PORTALS SUPPLIER/SOFTWARE: DYNAMIC PLANNER

SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Iress O&M Profiler ESP

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Dynamic Planner

REPORT GENERATION SUPPLIER/SOFTWARE: Dynamic Planner

Electronic Signature & Document Processing Supplier/Software: Dynamic Planner

Client Portals

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