Plymouth-headquartered Goodmans Financial Planning has launched a mobile application to provide its clients with direct access to financial plans, advisers and documentation.

Developed in partnership with back-office technology provider Plannr, the software has rolled out to the firm’s portfolio of more than 540 client families across the South West. The system allows users to track investment holdings, submit paperwork and message advisers through encrypted channels.

The mobile system operates alongside Goodmans’ existing web-based client portal. The encrypted platform is designed to replace standard email communication for sensitive financial transactions and document sharing.

The technology rollout follows recent internal leadership developments at the firm. Announcements from Goodmans Financial Planning detail how long-standing team member Sam Capstick was appointed to the board as a director, expanding the firm’s internal executive management structure. That corporate transition established the operational oversight required to integrate new digital infrastructure across its regional offices in Plymouth, Exeter and Bristol.

Andrew Moore, Managing Director at Goodmans Financial Planning, said: “Client experience has always been at the heart of what we do, and the Goodmans app is an important next step in how we support our clients, providing secure, on-the-go access to their financial information and advice team. Technology will never replace personal advice and face-to-face conversations at Goodmans. But the app will make everyday admin easier and help clients engage with us and their financial plan in a simpler, safer and more convenient way.”

The application is integrated into Goodmans’ back-office database to sync records and client messages. The platform is available on the Apple App Store and Google Play Store under the name Goodmans FP.

Image source: Goodmans Financial Planning