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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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