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.
Follow the steps listed on the addon tile - you must contact Söderberg in the first instance to be able to use this.
This is also the same for our P1 integration that you can contact P1 to set up as well.
Once it's confirmed to all be set up, you will need to complete some node mapping within the Addon tile under the 'mapping' tab which will then be displayed 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 of the Addon tile.
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 illustrationStart 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