# Planr Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Planr Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/10046818/Planr --- # Planr Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Planr ## What is Planr? Planr is a private equity portfolio monitoring software that helps firms connect data from spreadsheets, PDFs, board packs, ERP, CRM, finance systems, and other operating sources, then standardizes KPIs and reporting across the portfolio. Planr supports portfolio monitoring, financial and operational reporting, value creation tracking, forecasting workflows, board and LP reporting, and portfolio-level performance visibility. Built for PE operating teams, finance teams, investors, and portfolio company leaders, Planr helps firms reduce manual consolidation, improve reporting cadence, and create a more reliable data foundation across the companies they own. ## What is Planr used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Planr?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.planr.com/&name=Planr) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Audit Trail A record of all activities within the system, including user access, changes made, etc. Benchmarking Compare key metrics for the business against prominent players in the industry Client Portal Private online space that lets businesses securely share documents and provide information access to clients Planr 24 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges A record of all activities within the system, including user access, changes made, etc. Compare key metrics for the business against prominent players in the industry Private online space that lets businesses securely share documents and provide information access to clients Alter the layout and content of reports Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Used by financial advisors and money managers Form predictions based on past and present data/trends Manage allocation and performance of financial assets Use AI to generate content in the form of text, images, videos, etc. Monitor capital allocation and asset prices over time Access software remotely via mobile devices Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Receive data and information in real time View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Set up connections to third-party platforms to improve business processes ## Pricing ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Airtable](https://www.capterra.com/p/146652/Airtable/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ Sage Intacct](https://www.capterra.com/p/76/Intacct/)[ Gong.io](https://www.capterra.com/p/157969/Gong-io/)[ Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.