Raymond James Valuation Integration

Pre-set up guidance

Before you enable the addon, you will need to sign up to the data integration hub called FINIO. This is the system we use to get the valuation data from Raymond James

To set this up, go to this link

On the signup page, you'll need to complete the following:

Fill in your Firm Details
Select your Platform(s) of choice
Accept the T&Cs
Click Submit


For the TPSP Internal Reference Number, please use: 4d10ace7-dd50-4bc2-846b-8488df0b635e

You'll need to wait for confirmation from FINIO before you enable the addon in the following section of this article

Setting up the Addon

In order to enable the Raymond James Valuation Integration, you'll need to complete the following steps:

Go to the Addon store from the Settings tab. From here, select Raymond James



On the next screen, click the Enable button



Please note, the FINIO datafeed can sometimes take 2-3 weeks to start feeding through to Plannr. For any queries on this, please contact FINIO.

Updated on: 16/12/2024