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Moving to Plannr from Intelligent Office

JLaw01553JLaw01553 Member
in Products & providers

Hi all,

New user here.

Our firm is looking at the merits of moving from Intelligent Office to Plannr and how it mainly compares.

Obviously Plannr seems to be much more intuitive and customisable, but just wondering how people have made the jump.

We currently produce portfolio reports in IO and one of the main considerations for us is being able to produce performance/transactions reports ahead of annual review meetings.

Thanks

J

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Comments

  • parawhatparawhat Member

    Just bumping this as also something we're considering.

    If nobody has specifically moved from Plannr to Intelligent Office, has/is anyone using Plannr and if so what do they think of it?

    Jonny (paraflex)
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  • AbrahajAbrahaj Member

    Bit of an old post, so again bumping this up the queue - anyone looked at Plannr and either moved to it from iO / another CRM, or dismissed a move for any reason?

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  • RFPRFP Member

    Hi, I am new to this group. I'm the founder of Rose FP Solutions. We support many different firms with their admin processes. We use most of all the back office systems (Including IO) and we use Plannr for quite a few different clients. I'd be happy to have a chat on our experiences?

    Thanks,
    Emma

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