We now have an integration with Fundment! This guide will show you how to set it up.
Setting up the Addon
Before setting up, you must verify your FCA number. More information on this is available here.
Go to the Addon store from the Settings tab. From here, select the Fundment integration.
From here, under the Set-Up Instructions you can see what you need to do to get this addon active. Once your FCA number is verified, you can click the button in the Set-Up Instructions and log into Fundment. Once you have logged in, return to Plannr and enable the addon.
Troubleshooting Missing Valuations
If some Fundment valuations are not appearing as expected:
Verify that the Fundment add-on is enabled.
Ensure plan numbers match between Plannr and Fundment
Allow sufficient processing time