Things to note:
Before you start enabling any of your Valuation Feeds, ensure:
Your FCA number is verified within your Plannr account. You can add this under Settings > FCA > Add.
Your policies have the correct policy number format, e.g. including any suffixes (-001)
The Provider Name on the policy, matches the Valuation Feed you're setting up, e.g. Quilter Investment Platform not Quilter.
Valuation data will start to be received the next working day after enabling the feed. To find out when each Valuation feed runs, check out the timings and troubleshooting article!
Abrdn
Email: [email protected]
Subject: Back Office Integration (Plannr)
In the email, include:
Your Firm Name
FCA Number
A request to have bulk valuations set up for Plannr via the Origo Integration Hub
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
Aegon Retirement Choices (ARC)
Email: [email protected]
Subject: Back Office Integration (Plannr)
In the email, include:
Your Firm Name
FCA Number
A request to have bulk valuations set up for Plannr via the Origo Integration Hub
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
You'll need to input your FCA number, ARC Connect ID & AOR Connect ID (Optional). These should be included on the confirmation email.
Aegon Platform
Email: [email protected]
Subject: Back Office Integration (Plannr)
In the email, include:
Your Firm Name
FCA Number
A request to have bulk valuations set up for Plannr via the Origo Integration Hub
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
You'll need to input your OUID number(s). This should be included on the confirmation email.
If you need any further help - check out this helpful guide supplied by Aegon.
AJ Bell
Contact your AJ Bell Account Manager - to obtain your credentials.
Once received, enable the feed in Plannr Settings → Add-Ons.
You'll need to input your Unique Identifier, AJ Bell Username & Password.
Please note, AJ Bell policy numbers have a standard format of:
SCCXXXXXX-DA (for General Investment Accounts/Dealing Accounts)
SCCXXXXXX-ISA (for Stocks and Shares ISAs and JISAs)
SCCXXXXXX-LISA (for Lifetime ISAs)
SCCXXXXXX-SIPP (for SIPPs, Junior SIPPs and RIAs)
Please ensure your policy numbers reflect this, e.g. SCC12345678-GIA (for example) will not work.
Aviva Platform
Email: [email protected]
Subject: Back Office Integration (Plannr)
In the email, include:
Your Firm Name
FCA Number
A request to have bulk valuations set up for Plannr via the Origo Integration Hub
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
You'll need to input your FCA number.
Fidelity
Ensure your login has the correct permissions to access reporting services.
Check you have the IFA software holdings report set up. You can check this by signing into Fidelity and selecting "Firm" and then "Reporting Services" to check if the IFA holdings report is running. If not, then you can click the orange "Request a report" button.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
You'll need to input your Fidelity Login ID and Pin.
Fundment
Follow the instructions under Plannr Settings → Add-Ons - to connect your account.
To run an initial client/plan sync, go to the relevant Client/Plan page (via the left-hand side menu) click Tools → Sync from Fundment.
Please note, if you want to delete a Fundment client you have to do so from Plannr and Fundment.
Finio Feeds - Hubwise, M&G, Raymond James, 7IM, Wealthtime, Wealthtime Classic
Go to Plannr Settings → Add-Ons (into any of the above Providers)
Click Finio Sign Up Form
Your unique reference number should automatically pull through to the form
Select all feeds required
Accept the T&C's
Click Submit
Once FINIO have confirmed your feed, click enable within the relevant Add-Ons
James Hambro
Email: [email protected]
Subject: Back Office Integration (Plannr)
In the email, include:
Your Firm Name
FCA Number
A request to have bulk valuations set up for Plannr via the Origo Integration Hub
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
LGT Wealth Management
Email: Your LGT Wealth Management Contact
Subject: Back Office Integration (Plannr)
In the email, include:
Your Firm Name
FCA Number
A request to have bulk valuations set up for Plannr via the Origo Integration Hub
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
LV=
Email: [email protected]
Subject: Bulk Valuations Data services setup
In the email, include:
Your Firm Name
FCA Number
A request to have bulk valuations set up for Plannr via the Origo Integration Hub
Confirmation of the email address where registration confirmation should be sent to
Name and FCA number(s) of any other ARs that share your license and need access to LV bulk valuation data
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
You'll need to input your FCA number.
Nucleus
Email: [email protected]
Subject: Back Office Integration (Plannr)
In the email, include:
Your Firm Name
FCA Number
A request to have plan information & valuations set up for Plannr
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
You'll need to input your Nucleus Username.
Parmenion
Email: [email protected]
Subject: Back Office Integration (Plannr)
In the email, include:
Your Firm Name
FCA Number
A request to have access to the Parmenion data feed for Plannr
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
You'll need to input your Parmenion Username & Password.
Prudential
Email: [email protected]
Subject: Back Office Integration (Plannr)
In the email, include:
Your Firm Name
FCA Number
A request to have bulk valuations set up for Plannr via the Origo Integration Hub
If you have Prudential Retirement Account policies, whether you would prefer to see these at master account or subaccount level.
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
You'll need to input your FCA number.
Quilter
Complete this form
Email completed form to - [email protected]
Once emailed, enable the feed in Plannr Settings → Add-Ons.
Royal London
Email: [email protected]
Subject: Requesting Bulk Valuation Data (Plannr)
In the email, include:
Your Firm Name
FCA Number
A request to have bulk valuations set up for Plannr via the Origo Integration Hub
The name and FCA reference number(s) of any appointed representatives that also the use software supplier and need access to Royal London bulk valuations
Approval from a firm Director. This can be done by attaching an email communication with the Director confirming they have agreed to the integration.
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
Scottish Widows Platform
Email: [email protected]
Subject: Back Office Integration (Plannr)
In the email, include:
Your Firm Name
FCA Number
A request to have bulk valuations set up for Plannr via the Origo Integration Hub
Wait for confirmation — this typically takes up to 5 working days.
Once confirmed, enable the feed in Plannr Settings → Add-Ons.
You'll need to input your FCA number.
Standard Life
Upload: Ensure all relevant Users have uploaded their Unipass Certificates
More information can be found here
Once all relevant Unipass certificates are uploaded, enable the feed in Plannr Settings → Add-Ons.
You'll need to input your FCA number.
Transact
Download the A004 form from the Transact's adviser portal.
Our registered company name is Plannr Technologies Limited, you'll need that for the form.
Once completed, send it to Transact.
Enable the feed in Plannr Settings → Add-Ons.
You'll need your Transact Number and TRDS Password. You can generate the TRDS Password via the Housekeeping > Manage TRDS page.
Please note, Transact don't send valuations when an account reaches £0 - you will need to input a manual valuation for £0 when an account is closed.