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EATT 2025 Battle of the Tech Demo – Plannr

Synopsis:

  • Automation & Efficiency – Streamlines financial advice workflows with automation, reducing manual tasks.
  • Annual Review Automation – Sends emails, fact find requests, creates cases, and assigns tasks automatically.
  • Circles Feature – Enables multi-generational client management within a single record.
  • Client Portal – A redesigned, user-friendly portal with an upcoming mobile app.
  • Be-IQ Risk Profile Integration – Fully integrated risk profiling within Plannr.
  • FinCalc Integration – Seamless cash flow modelling with data syncing between Plannr and FinCalc.
  • Customisation & Flexibility – Fact finds, workflows, and client views can be tailored to business needs.

In their own words:

  • Game changing CRM software for a beginning to end client advice journey.

  • Powerful two way integrations for a seamless advice tool experience.

  • Packaged up in a beautifully simple system that anyone could use.

Company Info

HQ:  UK

Founded: 2021

Product Displayed: Plannr CRM

Presenter: Gareth Thompson & Nick Harper

Our Analysis

Website

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What is EATT?