Client Portal access via mobile devices
Two things to be mindful of before getting started with the new Plannr mobile app.
Your client needs to already have a client portal login in order to use the mobile app. You can check out how to provide access to the client portal in this article here.
As standard, the mobile app is branded as Wealth Portal by Plannr. Whitelabelling options will very shortly be available and we will detail how to request a branded app in the coming days.
If you, within the advice firm, provide yourself with a client portal login for a dummy record in your Plannr site, you will only be able to access the client portals you have login access to. The Wealth Portal app is not for your Plannr adviser site. Using the account switcher in app will only show you client portals you are able to log into, not your firm's site.
Downloading the App (iOS)
Your clients will need to head to the App Store on their Apple device and search for Wealth Portal by Plannr. Downloading the app is free of charge, and clients will log in with their usual web-based client portal credentials.
Downloading the App (Android)
Your clients will need to head to the Google Play Store on their Android device and search for Wealth Portal by Plannr. Downloading the app is free of charge, and clients will log in with their usual web-based client portal credentials.
Push Notifications
Push notifications are used to keep clients informed about important updates and activity related to their portal.
What users will see
When a user first opens the app, they will be prompted to allow push notifications.
If accepted, notifications will appear on the device lock screen, notification centre, or as banners (depending on device settings).
If declined, the user will not receive push notifications unless they later enable them in their device settings.
If your client is not receiving notifications, please:
Check that notifications are enabled for the app in their device settings.
Confirm the user did not deny permission when first prompted.
Ensure the device is not in Do Not Disturb or Focus mode.
Face ID / Biometrics
Biometric authentication (Face ID or fingerprint) allows users to securely unlock the app without re-entering their credentials.
How it works
On first login, biometric authentication is not required.
From the second app launch onward, users will be prompted to enable biometric authentication.
The app will request permission to use the device’s biometric capabilities.
What users will see
A system permission prompt asking to allow biometric authentication.
Once enabled, users can unlock the app using Face ID or fingerprint (depending on their device).
Important notes
Biometrics will only work in the mobile app if the user has already set them up on their device.
If a user skips or denies biometric permission, they can continue using the app with their usual login method.
Biometrics can be disabled from the device settings.
File Upload
Available upload options
Clients can now choose to upload files on the documents page to their adviser from their device, using:
Photo Gallery – select existing images
Files – upload PDFs or other supported file types
Scan Documents – use the device camera to scan documents
Permissions
When accessing photos, files, or the camera, the app will request the relevant system permissions.
These permissions are required only for the selected upload option.
What users will see
A menu allowing them to choose how they want to upload a file.
A permission prompt if access has not already been granted.
If your client is unable to upload files, please:
Confirm they allowed access to photos, files, or camera.
Check that permissions are enabled in device settings if previously denied.
Support Page & Customising Support Details
The app includes a dedicated Support page (which is your advice firm) to help your clients get assistance from you when needed.
What users see in the app
A Support page displaying:
Your support email address
Your support phone number (if configured)
Users can tap the email or phone number to contact support directly.
How support details are configured
An Admin or Owner can configure your firm support details in Firm Settings. Head to the Mobile App tile to configure.
The following fields can be set:
Support email address
Support phone number
Once saved, these details automatically appear in the mobile app for all users.
Don’t forget that features available in the client portal (web-based login) will be mirrored in the mobile app, so if you have set up access for your clients to be able to complete factfinds, view tasks and goals, and have wealth enabled, these same widgets will be available in the mobile app to them. You can toggle these features on or off (for the web portal and mobile app concurrently) in their Access settings within their client record.