Söderberg & Partners Integration
We now have an integration with Söderberg & Partners! This guide will show you how to set it up.
Go to the Addon store from the Settings tab. From here, select the Söderberg & Partners integration.
Next, go to the Configuration tab. Input the unique identifier of your Söderberg user or the email address of your Söderberg user and your secret Söderberg password. Once complete, press Enable
At the moment, this process will be carried out by Plannr - we will request an impersonation request to get these added for you.
Once enabled, you'll also need to map your existing Advisers to their 'Node ID' with Söderberg, this can be found in the mapping area
You only need to do this for Advisers within the firm that you plan on running illustrations for
Once you've mapped the relevant Advisers, remember to click Save mapping at the bottom of the screen
You're now ready to use the Söderberg & Partners integration - you can Sync from Söderberg in the Contacts and Plans area, as well as produce Illustrations within a Client record. All of which are explained below.
From the Contacts tab, select Tools and then Sync from Söderberg
All clients synced from Söderberg & Partners will have a Söderberg & Partners Client tag automatically applied.
Refresh the page and filter for the Söderberg & Partners Client tag to see your synced clients
For Plans, follow the exact same process, but within the Plans area of Plannr
Please note, a tag won't be applied for Plans but you can filter by Provider Name, e.g. Söderberg and Partners Wealth Management
With the Söderberg and Partners Integration, you're able to produce a Soderberg Platform Illustration from within a Client Record.
At the moment, this is just for Investments, although this is due to change in the near future.
Firstly, go into a Client record. Once you're on the Client Dashboard, select Add New then Illustration
An overlay will appear on the right of your screen, you'll then want to select 'Söderberg Platform'
Once selected, the various options for an illustration will appear, these include:
Illustration Name / Label
Business / Adviser
Wrapper Type - ISA, GIA or JISA*
Investment Strategy -You can select whether a Model is being used for the illustration, or whether you want to use individual assets.*
If you select Model, a box will appear stating 'Using which model portfolio'. If you select Assets, a search box will appear for you to search for the assets you want to use for the illustration
Start date
Plan term in years
Value of other Söderberg platform holdings (£)
Discretionary Management Charge (%)
Firm FCA number - Pick relevant FCA number
Adviser Charges (£ and %) - You can input the relevant Initial and Ongoing Charges for the illustration here*
The ability to enable tiered charges (if applicable)
Initial payment into the account, for the illustration
You then have the option to input the following:
Single Payments
Regular Payments
Single Withdrawals
Regular Withdrawals
Once you've filled in all the relevant information for your illustration, click Save at the bottom of the screen
On the next screen, it'll indicate that the illustration is generating
Once generated, the status will change and you will be able to access the PDF of the illustration via the Files section
You can then download the PDF by clicking on the file
Please note, in order to run an illustration the Client must have a title and email address associated
Go to the Addon store from the Settings tab. From here, select the Söderberg & Partners integration.
Next, go to the Configuration tab. Input the unique identifier of your Söderberg user or the email address of your Söderberg user and your secret Söderberg password. Once complete, press Enable
At the moment, this process will be carried out by Plannr - we will request an impersonation request to get these added for you.
Once enabled, you'll also need to map your existing Advisers to their 'Node ID' with Söderberg, this can be found in the mapping area
You only need to do this for Advisers within the firm that you plan on running illustrations for
Once you've mapped the relevant Advisers, remember to click Save mapping at the bottom of the screen
You're now ready to use the Söderberg & Partners integration - you can Sync from Söderberg in the Contacts and Plans area, as well as produce Illustrations within a Client record. All of which are explained below.
Sync Contacts & Plans
From the Contacts tab, select Tools and then Sync from Söderberg
All clients synced from Söderberg & Partners will have a Söderberg & Partners Client tag automatically applied.
Refresh the page and filter for the Söderberg & Partners Client tag to see your synced clients
For Plans, follow the exact same process, but within the Plans area of Plannr
Please note, a tag won't be applied for Plans but you can filter by Provider Name, e.g. Söderberg and Partners Wealth Management
Producing an Illustration
With the Söderberg and Partners Integration, you're able to produce a Soderberg Platform Illustration from within a Client Record.
At the moment, this is just for Investments, although this is due to change in the near future.
Firstly, go into a Client record. Once you're on the Client Dashboard, select Add New then Illustration
An overlay will appear on the right of your screen, you'll then want to select 'Söderberg Platform'
Once selected, the various options for an illustration will appear, these include:
Illustration Name / Label
Business / Adviser
Wrapper Type - ISA, GIA or JISA*
Investment Strategy -You can select whether a Model is being used for the illustration, or whether you want to use individual assets.*
If you select Model, a box will appear stating 'Using which model portfolio'. If you select Assets, a search box will appear for you to search for the assets you want to use for the illustration
Start date
Plan term in years
Value of other Söderberg platform holdings (£)
Discretionary Management Charge (%)
Firm FCA number - Pick relevant FCA number
Adviser Charges (£ and %) - You can input the relevant Initial and Ongoing Charges for the illustration here*
The ability to enable tiered charges (if applicable)
Initial payment into the account, for the illustration
You then have the option to input the following:
Single Payments
Regular Payments
Single Withdrawals
Regular Withdrawals
Once you've filled in all the relevant information for your illustration, click Save at the bottom of the screen
On the next screen, it'll indicate that the illustration is generating
Once generated, the status will change and you will be able to access the PDF of the illustration via the Files section
You can then download the PDF by clicking on the file
Please note, in order to run an illustration the Client must have a title and email address associated
Updated on: 16/12/2024
Thank you!