Plannr Technologies Limited

An overview of the client portal

Actions page overview

Conversations overview

Documents overview

Fact find overview

How can client records be managed when using shared email addresses or shared circles on the Plannr portal?

How can I check if a client has logged into their portal and find the last activity date?

How can I resend a client portal login or registration link in Plannr?

Organising your files

Tasks overview

Updating Personal & Contact Details

Client guides for the Plannr Client Portal!

Client Portal

Wealth/Client Portal App

Client Portal App

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