LGT Wealth Management Valuation Integration
This guide will show you how to set up the LGT Wealth Management Valuation Integration
Before you enable the addon, you will need to complete the following steps:
Email your account manager at LGT Wealth Management to set up Bulk Valuations to Plannr
You'll need to confirm your firm's name, FCA reference number, and the software supplier (Plannr) they are giving permission to share data with.
Ensure your plans have the appropriate policy numbers from LGT Wealth Management
Once you have completed all the steps above and have confirmation from LGT Wealth Management, go to the Addon store from the Settings tab. From here, select LGT Wealth Management Valuation Feed
On the next screen, click Enable
Plannr will retrieve the first set of valuation data (via the Origo Integration Hub) the next working day, following enabling the addon
Pre-set up guidance
Before you enable the addon, you will need to complete the following steps:
Email your account manager at LGT Wealth Management to set up Bulk Valuations to Plannr
You'll need to confirm your firm's name, FCA reference number, and the software supplier (Plannr) they are giving permission to share data with.
Ensure your plans have the appropriate policy numbers from LGT Wealth Management
Setting up the Addon
Once you have completed all the steps above and have confirmation from LGT Wealth Management, go to the Addon store from the Settings tab. From here, select LGT Wealth Management Valuation Feed
On the next screen, 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: 22/09/2024
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