How to get Bulk Valuations from Providers (to upload into Plannr)
In Plannr you’re able to bulk upload valuations against your clients policies, should there not be a datafeed in place. This guide will explain how you can pull the data from the various provider systems (where available).
If a Provider isn't listed, they're either already integrated or we were unable to get a response from them, at time of writing this article.
The valuations import spreadsheet requires the following information:
Full information on how to import your valuation data into Plannr can be found here
Once logged onto the Secure Portal, you are presented with a summary of your accounts.
Click on the account you want to download valuation data for:
This displays the asset allocation of the account.
At the top of this page, click the “Download Data” button to download the valuation data to a comma separated text file (CSV).
Offshore
Click on the Offshore Section at the top of the screen - use the Bulk Downloads button on the homepage of the adviser portal - download the statements of your choice.
Onshore
Click on the Onshore Section at the top of the screen - Click on Client access Valuations on the main part of the screen and then access the policy.
Once logged into Octopus Investments, click ‘Download current valuations’
A pop-up will appear asking what format you want the file in, here you can select one of the following:
pdf
csv
xls
Then click download valuations.
We recommend csv as this will help when putting it into the Plannr Valuation import file.
The valuation data from Octopus is done per investment, so you can easily input this into the Valuation import file.
Once logged into Quilter Cheviot, go to Reporting on the left-hand side:
Within the reporting screen:
Select download type as Valuations
Click create
Refresh the page
See your available Valuations report
The report will contain valuation data broken down by holdings, therefore to get the data into the Plannr Valuation import format you will need to put this data into a pivot table to pull out the policy number and valuation information.
The Reassure system only currently has bulk valuations by request, you can do this by logging into the system, going to Manage on the top menu and clicking Request file under ‘Download client policy data’
Once logged into Scottish Widows Adviser Extranet, click Existing Business
On the next screen, there's a section for Bulk Data Downloads - you'll want to click 'Request new or edit data download'
You'll then reach the data download area, within here you can decide which product you want to run a bulk download on. You can then run the various reports, to use to import into Plannr
Utmost offer a bulk valuation file, every quarter via the online platform. To obtain this, once logged into the platform, go to:
Clients > Policy valuation download
On the next screen, click Create a report
Then on the final screen, input the Report Name, the report frequency and what quarter data you’d like
If a Provider isn't listed, they're either already integrated or we were unable to get a response from them, at time of writing this article.
Importing Valuations into Plannr
The valuations import spreadsheet requires the following information:
Full information on how to import your valuation data into Plannr can be found here
Bordier
Once logged onto the Secure Portal, you are presented with a summary of your accounts.
Click on the account you want to download valuation data for:
This displays the asset allocation of the account.
At the top of this page, click the “Download Data” button to download the valuation data to a comma separated text file (CSV).
Canada Life
Offshore
Click on the Offshore Section at the top of the screen - use the Bulk Downloads button on the homepage of the adviser portal - download the statements of your choice.
Onshore
Click on the Onshore Section at the top of the screen - Click on Client access Valuations on the main part of the screen and then access the policy.
Octopus Investments
Once logged into Octopus Investments, click ‘Download current valuations’
A pop-up will appear asking what format you want the file in, here you can select one of the following:
csv
xls
Then click download valuations.
We recommend csv as this will help when putting it into the Plannr Valuation import file.
The valuation data from Octopus is done per investment, so you can easily input this into the Valuation import file.
Quilter Cheviot
Once logged into Quilter Cheviot, go to Reporting on the left-hand side:
Within the reporting screen:
Select download type as Valuations
Click create
Refresh the page
See your available Valuations report
The report will contain valuation data broken down by holdings, therefore to get the data into the Plannr Valuation import format you will need to put this data into a pivot table to pull out the policy number and valuation information.
Reassure
The Reassure system only currently has bulk valuations by request, you can do this by logging into the system, going to Manage on the top menu and clicking Request file under ‘Download client policy data’
Scottish Widows (non-platform)
Once logged into Scottish Widows Adviser Extranet, click Existing Business
On the next screen, there's a section for Bulk Data Downloads - you'll want to click 'Request new or edit data download'
You'll then reach the data download area, within here you can decide which product you want to run a bulk download on. You can then run the various reports, to use to import into Plannr
Quilter International (now Utmost)
Utmost offer a bulk valuation file, every quarter via the online platform. To obtain this, once logged into the platform, go to:
Clients > Policy valuation download
On the next screen, click Create a report
Then on the final screen, input the Report Name, the report frequency and what quarter data you’d like
Updated on: 19/08/2024
Thank you!