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About Planr

he level of frustration that an Advisor feels when trying to analyse and gain a 360-degree insight into their clients is only paralleled by the frustration a Dealer has when trying to calculate commission splits, payments, compliance and performance. Advisors spend hours collating multiple sources of information, to determine basic metrics, on commissions earned, client performance, referrer earnings all while trying to be compliant with ASIC regulations. Time better spent on finding new customers and managing the existing client base. Dealers spend many more hours attempting to provide meaningful information to Advisors while balancing time between revenue administration, compliance enforcement and Advisor management. Time better spent on driving the existing business and generating growth.

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