Plannr has launched its new mobile app, Wealth Portal, for financial advice firms.
The app is a direct extension of Plannr's platform which was already available for advisers. Through the mobile app clients can: view live portfolio valuations; complete embedded risk assessments, fill out forms and authorise applications; and access important documents instantly. Additionally, clients should be able to communicate securely with their adviser, book meetings with their advice team and share life updates in real time. Using the same live data from Plannr's client relationship management (CRM), Plannr said the mobile app has been designed with "clarity, immediacy, and...
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