Plannr is a Customer Relationship Management (CRM) platform designed specifically for financial advisers. It offers a comprehensive suite of tools to manage client relationships, streamline workflows, improve overall business efficiency.

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:

Client Portals