---
description: Learn more about Planr price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Planr Cost & Reviews - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Planr](/software/1102166/Planr)

# Planr

Canonical: https://www.capterra.com.au/software/1102166/Planr

> Planr is a portfolio monitoring software for private equity firms to manage company data, KPIs, reporting, and value creation.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Planr?

Private equity firms, operating partners, and finance teams managing portfolio company data, KPI reporting, forecasting, and value creation.

## About the vendor

- **Company**: Planr

## Commercial Context

- **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: Chinese, English, French, German, Spanish
- **Available Countries**: Canada, France, Germany, Ireland, United Kingdom, United States

## Features

- Benchmarking
- Client Portal
- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Risk Management

## Integrations (12 total)

- Acumatica Cloud ERP
- Airtable
- Gong.io
- HighLevel
- Microsoft Excel
- NetSuite
- Recurly
- Sage Intacct
- Snowflake
- Stripe
- Zoho CRM
- Zoho CRM Plus

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat

## Category

- [Investment Management Software](https://www.capterra.com.au/directory/20010/investment-management/software)

## Alternatives

1. [Orchestra](https://www.capterra.com.au/software/215575/orchestra) — 4.8/5 (11 reviews)
2. [Morningstar Direct](https://www.capterra.com.au/software/1074481/Morningstar-Direct) — 4.1/5 (252 reviews)
3. [Agicap](https://www.capterra.com.au/software/196637/agicap) — 4.3/5 (161 reviews)
4. [Creatio CRM](https://www.capterra.com.au/software/130149/bpm-online-crm) — 4.7/5 (149 reviews)
5. [Mint](https://www.capterra.com.au/software/213530/mint) — 4.5/5 (140 reviews)

## Links

- [View on Capterra](https://www.capterra.com.au/software/1102166/Planr)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10046818/Planr/> |
| en-AE | <https://www.capterra.ae/software/1102166/Planr> |
| en-AU | <https://www.capterra.com.au/software/1102166/Planr> |
| en-CA | <https://www.capterra.ca/software/1102166/Planr> |
| en-GB | <https://www.capterra.co.uk/software/1102166/Planr> |
| en-IE | <https://www.capterra.ie/software/1102166/Planr> |
| en-IL | <https://www.capterra.co.il/software/1102166/Planr> |
| en-IN | <https://www.capterra.in/software/1102166/Planr> |
| en-NZ | <https://www.capterra.co.nz/software/1102166/Planr> |
| en-SG | <https://www.capterra.com.sg/software/1102166/Planr> |
| en-ZA | <https://www.capterra.co.za/software/1102166/Planr> |

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