Plannr to launch app for increased client access to advisers' services

Thompson confirmed to Professional Adviser that the app is set to be released in the next six to eight weeks. It will include file sharing, tasks, and the wealth valuations, and a subsequent update will be rolled out to include fact-finding and their built-in form builder forms. The app promises convenience and customisation, with the option for firms to have their own branded version. "Clients will be able to access Plannr through an app that can be branded on their mobile device," Thompson explained. "We're doing everything we can to try and help client experience." Moreover, ...