• About Me

  The About Me tab is accessible from any screen in Plannr from the menu on the left hand side. As the name suggests, this is the section to go to when you need to give your financial advisor information about yourself. Personal Details The first section is Personal Details, and these can be edited at any time by selecting the pen icon in the top right. Once you've finFew readers

• An Overview of Your Portal

  Welcome to Plannr! When you first log into Plannr, you arrive at the Dashboard. This is your home screen and has shortcuts to many important sections of Plannr. The left hand side there is a menu with shortcuts to each section that is accessible from any screen in Plannr. Dashboard Features On your Dashboard there are many features that give you information abouSome readers

• Documents Overview

  The Documents tab from the left hand side menu of any page in Plannr is, as the name suggests, where you'll find any documents relating to you or your financial accounts. Here you can see all your documents, both those in specific folders and those that are uncategorised. Creating Folders You can create folders in Plannr using the Add Folder This brings up the follFew readers

• Factfind Overview

  A Factfind is a detailed questionnaire that your financial advisor can send you to complete so that they get the information necessary to help you with your financial goals. A notification will appear on your Dashboard when sent this and pressing View will take you to the Requests section of Plannr, where you can find the factfind. When completing the factfind, aFew readers

• Notes Overview

  A Note can be added to a task in Plannr easily. This allows you to add extra information to a task for your adviser or administrator to see. More information on Tasks is available here. To add a note simply select arrow on the relevant task. Here you can see any previous notes made and input any new note required. (https://storagFew readers

• Organising Your Files

  In Documents you have the ability to organise your documents as you see fit with Folders. Select the Add Folder button Input the desired folder name Select Save when you are happy with the name Now your new folder is made! Time to getFew readers

• Sending Messages

  You can message your Adviser easily in Plannr! From the Conversations tab you can see all your previous conversations in Plannr. These can be filtered by archived status at the top. To create a new message, select the New Conversation button. This brings up a box to enter in a name for the conversation. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fFew readers

• Tasks Overview

  In Plannr, Tasks are an easy way to keep track of what needs to be done. From the Dashboard, you can see all open tasks at the top. You can click on the Open Tasks to go to the My Tasks section, or alternatively find My Tasks from the menu on the left hand side. From the My Tasks tab you can see all open tasks that have been assigned to you, as well as the dFew readers