Articles on: Settings

Abrdn Valuation Integration

This guide will show you how to set up the Abrdn Valuation Integration

Pre-set up guidance



Before you enable the addon, you will need to complete the following steps:

Ensure an FCA number has been added to your Plannr site.



More information on how to do this can be found here

Email Abrdn to set up Bulk Valuations. The following email is all the detail they require:



You should receive a response within 5 working days

Ensure your plans have the appropriate policy numbers from Abrdn

These should look like SPXXXXXXX-XXX / WPXXXXXXX-XXX

Setting up the Addon



Once you have completed all the steps above, go to the Addon store from the Settings tab. From here, select Abrdn



On the next screen, assuming all of the above has been completed, you can click Enable



Plannr will retrieve the first set of valuation data (via the Origo Integration Hub) the next working day, following enabling the addon

Updated on: 23/08/2024

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