Plannr CRM in 2026: pricing, first-year cost, features

Plannr costs £140 per employee per month plus VAT, so a five-person advice firm pays £8,400 for a year of licences, and £8,699 or from £10,390 in the first year with onboarding, all plus VAT. Plannr's pricing page, read on 26 October 2026, shows one price for advice firms, "Billed per employee with free licenses offered to third-party contractors / paraplanners." Each licence includes 20GB of storage pooled across the firm, the free add-ons such as provider feeds and valuations, and support from what Plannr calls "Our UK team" by live chat, email and phone. Firms with more than 50 employees get preferential pricing, and networks get other options on request. Plannr sells onboarding separately, in three packages. Its onboarding page, read the same day, quotes the move of your client data on request with the Startr Pack and Concierge onboarding, while the Discovery Package includes 8 hours of data migration.

Storage above the firm's pooled allowance costs "10p per GB over your firm limit subject to our fair use policy", according to Plannr's FAQ on 26 October 2026. Standards charges per person per month with the guided setup included, and an engineer gives you the price on the first call, because Standards has not published its prices yet.

Plannr describes a client with the records it ships, such as contacts, cases, plans and group schemes, plus custom fields; Standards describes it with the objects your firm defines, such as households, people, contracts and assets. Plannr's features page, read on 26 October 2026, lists custom fields "for the soft facts you want to record", from text to dates and numbers. Its FAQ adds "there are no upper limits on the number of fields you can add." Plannr also handles group schemes, with corporate clients, staff members and sub schemes. The Plannr pages read that day describe fields added to Plannr's own records, and do not describe creating a new kind of record. In Standards, each object you describe carries the fields you choose. A link between two records then carries its own facts, such as a holder's role, a share in a contract or the ownership of an asset, and you can filter on them.

Take a couple who hold an investment bond together. Plannr's features page describes plans added to contacts and does not say how a share between joint holders is recorded; in Standards, you can record the household with its two members, and the bond with each member's share.

Plannr files and follows up through rules you set in its automation engine, while Standards agents read your documents and write to your records. Plannr's features page describes automations that "run against a date field in Plannr", such as an annual review started a month before its date, and automations that trigger "against any new prospect added to your system". Its integrations page, read on 26 October 2026, lists 46 integrations, among them PlannerPal, "The financial planner's AI assistant, integrated with your Plannr account", and Saturn AI. None of the Plannr pages read on that day, nor its news headlines since January 2025, announces an AI feature built into Plannr. A rule runs the same steps every time, which suits a review cycle; reading a scanned identity document and carrying its details into the right record is a different job.

Standards agents read your PDFs and scans, check a document and carry its information into the records, with the permissions of the person they act for. An agent starts when a record is created, updated or deleted, when a form is submitted, on a webhook or on a schedule. An incoming email starts nothing by itself. A conversation runs in Auto mode by default: edits and new records go through, while by default every deletion and every outward send, such as an email, waits until a person approves it after seeing its impact. Manual mode, in the product's own words, "Asks for your approval before each change to your data." Each record keeps its history, showing which colleague or agent changed a value, when, and what it was before.

Standards also files your Gmail threads on the record of each client in them, sorted by category. A bot records your Zoom, Meet or Teams calls, so the transcript and minutes of a client meeting, in the meeting's language, sit on the record of each client who attended.

Standards suits an advice firm of 5 to 50 people whose work lives in client files: households, contracts, the documents behind them, and the emails and meetings around them. It fits when you want agents to do the reading and filing, under approval rules you can read, more than you need a back office for income and FCA returns. Standards is the better choice when:

• your clients are households and estates, and each contract carries who holds what share;

• you want agents to read supporting documents and update records, while by default a person approves every deletion and every email they send;

• your emails and meeting minutes must land on the records of the people in them, without copying;

• your data must be hosted in Europe, on a dedicated instance or on your own servers;

• your AI tools, such as Claude, must read and write your records through the Standards API, SDK and MCP server.

The other Standards comparisons apply the same criteria to other adviser tools.

You move from Plannr to Standards with Standards engineers, starting with a 30-minute call about your Plannr records and exports; the guided setup is included in the Standards price per person per month. Plannr's FAQ, read on 26 October 2026, says leaving costs nothing in export fees: "your data is freely available via the public API to migrate to any other system", and Plannr's own tools export it to CSV. The first call ends with a plan: what Standards replaces, what agents take over, and how many weeks the move takes. The length depends on the volume and state of your data, so the engineers estimate it with you on that call. Plannr can keep your income reconciliation and RMAR while your client files move to Standards. Self-serve sign-up is still on a waitlist. The Standards guide to building a customer database from a spreadsheet shows the same steps on a client spreadsheet.