Can my clients access PlanGuru?

Yes. You decide whether your clients have access and exactly what they can see.

You can invite clients to collaborate within PlanGuru and assign permissions based on their responsibilities. User permissions can be configured at both the company and reporting levels, giving you complete control over who can view or edit information.

Permission levels include:

• Full Access
• Read/Write
• View Only

You can also control access to:

• PlanGuru Analytics dashboards and reports
• Budget and forecast scenarios
• Profit & Loss
• Balance Sheet
• Cash Flow Statement
• KPI reporting

This allows advisors and clients to collaborate securely while maintaining appropriate access controls.