Plannr Technologies has launched a mobile app to keep advisers and their clients connected.
The company said the app, Wealth Portal by Plannr, brings “real-time client access” into the hands of users, wherever they are.
Built as part of Plannr’s unified ecosystem, the app is a direct extension of the current Plannr platform.
Using the app, clients can view live portfolio valuations; complete embedded risk assessments, fill out forms and authorise payments; access important documents instantly and communicate securely with their adviser.
The app also allows clients to book meetings with their advice team and share life updates in real time.
The app is powered by the same live data that is used by Plannr’s CRM.
The firm said the launch reflects its ongoing commitment to building “modern, flexible” technology for advice firms.
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.”
Nick Harper, director at Plannr Technologies, 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.”
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