Plannr Launches new mobile app, extending fully integrated client portal

Plannr Technologies Ltd, the modern, API-first CRM provider for financial advice firms, today announced the launch of its new mobile app, Wealth Portal by Plannr, bringing seamless, real-time client access into the hands of users, wherever they are.

This launch marks an exciting milestone for Plannr, extending its fully connected platform into a beautifully designed mobile experience that keeps clients and advisers closer than ever.

Built as part of Plannr’s single, unified ecosystem, the mobile app is not a separate product or add-on; it is a direct extension of the platform advisers already use every day.

Clients can:

• View live portfolio valuations
• Complete embedded risk assessments, fill out forms and authorise applications
• Access important documents instantly
• Communicate securely with their adviser
• Book meetings with their advice team
• Share life updates in real time

All powered by the same live data that sits at the heart of Plannr’s CRM, built to create a consistent, connected experience across every touchpoint, without any need for rekeying.

Designed Around Modern Client Expectations

Today’s clients expect clarity, immediacy, and simplicity in how they engage with their finances. The Plannr mobile app has been designed to meet those expectations, combining intuitive ‘beautifully simple’ design with powerful functionality in a single, elegant interface. From checking portfolio performance to messaging their adviser, clients can now stay connected to their financial world in the simplest way possible.

Built on an API-First, Open Architecture

The launch reflects Plannr’s ongoing commitment to building modern, flexible technology for advice firms.

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

Nick Harper, Director at Plannr Technologies Ltd, added: “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.”

Wealth Portal by Plannr is available now on the Apple App Store and Google Play.