Plannr launches mobile app to extend client portal access

Plannr Technologies has unveiled Wealth Portal by Plannr, a new mobile app designed to give clients of financial advice firms real-time access to their financial information and communications.

The app forms part of the firm’s existing CRM platform rather than a standalone product, allowing advisers and their clients to interact through a single, connected system without the need for additional integrations or duplicated data entry.

EXTENDING THE PLATFORM

The mobile offering enables users to view live portfolio valuations, complete risk assessments, fill out forms and authorise applications directly from their devices. Clients can also access documents, message their adviser securely, book meetings and share updates in real time.

All functionality is driven by the same live data used within the core CRM, with the intention of creating a consistent experience across desktop and mobile environments.

Gareth Thompson, director at Plannr Technologies, said: “From the beginning, our vision has been to create a truly connected platform that evolves with the needs of advisers and their clients,

“Launching our mobile app is a hugely exciting moment for us. It brings that vision to life and demonstrates our commitment to building game-changing software, to massively improve the lives of advisers and their clients.”

FOCUS ON CLIENT EXPERIENCE

The launch reflects growing demand among clients for more immediate and accessible ways to engage with their finances, with mobile functionality now a standard expectation across many areas of financial services.

Plannr said the app has been designed to provide a simplified user experience while retaining the full functionality required for ongoing financial planning and communication.

Nick Harper, director at Plannr Technologies, said: “We’re incredibly proud to deliver a fully integrated client portal experience on mobile. It’s not something firms need to bolt on or manage separately, it’s already there, working seamlessly as part of the Plannr platform.

“That simplicity is what makes this launch so special for us.”

PRICING AND AVAILABILITY

The mobile app is included within existing Plannr licences at no additional cost and is available on both iOS and Android devices.

Firms can also opt for a white-labelled version of the app, allowing them to provide a branded client experience. This is offered at a cost of £2,000 + VAT per annum, with no initial setup fee.