• 4admin Integration

  The Addons store is the place to find extra features you can add to Plannr. Head to Settings then select the Addons tile to find all the available integrations. From here you will be able to see the Addons available to you; you can sort using the Categories on the left. (https://storage.crisp.chat/users/helpdFew readers

• AdvisoryAI Integration

  The Addons store is the place to find extra features you can add to Plannr. Head to Settings then select the Addons tile to find all the available integrations. From here you will be able to see the Addons available to you; you can sort using the Categories on the left. (https://storage.crisp.chat/users/helpdFew readers

• Addons

  The Addons store is the place to find extra features you can add to Plannr. From any page in Plannr, go to Settings then select Addons. From here you will be able to see the Addons available, and you can sort using the Categories on the left. In this example, the Nucleus integration has already been aSome readers

• Abrdn Valuation Integration

  This guide will show you how to set up the Abrdn Valuation Integration Pre-set up guidance Before you enable the addon, you will need to complete the following steps: Ensure an FCA number has been added to your Plannr site. Email Abrdn to set up Bulk VaFew readers

• Aegon ARC Valuation Integration

  This guide will show you how to set up the Aegon ARC Valuation Integration Pre-set up guidance Before you enable the addon, you will need to complete the following steps: Ensure an FCA number has been added to your Plannr site. Email Aegon ARC to set upFew readers

• AJ Bell Integration

  This guide will show you how to set up the AJ Bell Integration Setting up the Addon Go to the Addon store from the Settings tab. From here, select AJ Bell From here, under the Setup Instructions you can see what you need to do, to get this add-on active. For AJ Bell, you will need to contact your account manager to obtain your credentials. (https://sFew readers

• Asset Map Integration

  This guide will show you how to setup the Asset Map Integration! Setting up the Addon Log into your account with Asset Map and select Integrations in the bottom right-hand corner Under the Integration Manager screen, scroll down and find Plannr and select 'Activate' (https:Few readers

• ATEB Suitability Integration

  This guide will show you how to setup the ATEB Suitability Integration! Setting up the Addon Go to the Addon store from the Settings tab. From here, select the ATEB Suitability integration Under the Setup Instructions, you can see what you need to do to get this addon active: To use the integration you will need an active ATEB Suitability account, but dFew readers

• Aviva Platform Valuation Integration

  This guide will show you how to set up the Aviva Platform Valuation Integration Pre-set up guidance Before you enable the addon, you will need to complete the following steps: Ensure an FCA number has been added to your Plannr site. Email *Aviva PlatformFew readers

• Be-IQ Integration

  You can now connect your Be-IQ account seamlessly with your Plannr account. Generate risk profiler requests and view resultant reports all from within Plannr. Full information can be found within this helpful collection! ✨Few readers

• Conquest Integration

  Conquest Integration Plannr supports integration with Conquest, allowing you to sync Clients and their Plans, Incomes, and Expenses from Plannr to Conquest. The Add ons store is the place to find extra features you can add to Plannr. From any page in Plannr, go to Settings then select Add ons. From here you will be able to see theFew readers

• Defaqto Engage Integration

  This guide will show you how to setup the Defaqto Engage Integration! Setting up the Addon Go to the Addon store from the Settings tab. From here, select the Defaqto Engage integration Under the Setup Instructions, you can see what you need to do to get this addon active If you don’t have an Engage licence, please call Defaqto on 01844 295546, or emailFew readers

• EDI (Automated Provider Remuneration Statements)

  Plannr offers EDI (Electronic Data Interface). These are automated Provider remuneration statements, enabling the addon will start the process to automatically send statements to Plannr rather than receiving statements via email or having to download from the Provider site. Please setup your FCA number which can now be saved and stored against your firm on your Plannr site. This is required for EDI and upcoming improvements to our Addons. Verifying your FCA Number (https://support.plannPopular

• EVPro Integration

  This guide will show you how to setup the EVPro Integration! Setting up the Addon Log into your account with EVPro and select the Settings cog in the top right-hand corner, on the main dashboard, then General Settings. On the next screen, click Integrations on the left-hand side (httpFew readers

• Fidelity Valuation Integration

  This guide will show you how to set up the Fidelity Valuation Integration Pre-set up guidance Before you enable the addon, you will need to ensure your Fidelity account is set up to send valuations to Plannr: Log into your account with Fidelity and go to Firm Reporting Services Once under Reporting Services, scroll down to IFASoftware Holdings and ensureFew readers

• FinCalc Integration

  This article explains how to setup the FinCalc Integration! Setting up the Addon For full information on how to setup the integration and how the system works, please visit FinCalc's fabulous integration guide (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2024-07-31-Few readers

• Fundment Integration

  We now have an integration with Fundment! This guide will show you how to set it up. Setting up the Addon Go to the Addon store from the Settings tab. From here, select the Fundment integration. From here, undeFew readers

• Genovo Integration

  This guide will show you how to setup the Genovo Integration! Setting up the Addon Log into your account with Genovo and select Integrations on the main dashboard. Within Integrations, find Plannr and select 'Manage Integration' (https://storage.crisp.chat/users/helpdesk/website/bdFew readers

• Hubwise by SS&C 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 Hubwise by SS&C 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 (httpFew readers

• James Hambro Integration

  The Addons store is the place to find extra features you can add to Plannr. Head to Settings then select the Addons tile to find all the available integrations. From here you will be able to see the Addons available to you; you can sort using the Categories on the left. (https://storage.crisp.chat/users/helpdFew readers

• LGT Wealth Management Valuation Integration

  This guide will show you how to set up the LGT Wealth Management Valuation Integration Pre-set up guidance Before you enable the addon, you will need to complete the following steps: Email your account manager at LGT Wealth Management to set up Bulk Valuations to Plannr Ensure your plans have the appropriate policy numbers fromFew readers

• LV= Valuation Integration

  This guide will show you how to set up the LV= Valuation Integration Pre-setup guidance Before you enable the addon, you will need to complete the following steps: Ensure an FCA number has been added to your Plannr site. Email LV= to set up Bulk ValuatiFew readers

• M&G 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 M&G 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 (https://storage.Few readers

• Nucleus Integration

  This guide will show you how to setup the Nucleus Integration! Setting up the Addon Go to the Addon store from the Settings tab. From here, select the Nucleus integration. From here, under the Setup Instructions you can see what you need to do to get this addon active. You will need to contact Nucleus at [email protected] or raise a JIRA request withFew readers

• Parmenion Valuation Integration

  This guide will show you how to set up the Parmenion Valuation Integration Pre-set up guidance Before you enable the addon, you will need to complete the following: Request access to the Parmenion datafeed via your Regional Sales Manager, Customer Success contact or via Customer Services on [email protected] Once access has been granted, Parmenion will provide you with a username and password to access the datafeed. Setting up the Addon Once you have recFew readers

• PlannerPal Integration

  This guide will show you how to setup the PlannerPal Integration! Setting up the Addon Log into your account with PlannerPal and select Sync with CRM next to the Add Client button On the next screen, select the Plannr logo (https://storage.crisp.chat/users/helpdesFew readers

• Prudential Valuation Integration

  This guide will show you how to set up the Prudential Valuation Integration Pre-set up guidance Before you enable the addon, you will need to complete the following steps: Ensure an FCA number has been added to your Plannr site. Email Prudential to setFew readers

• Quilter Integration

  We now have an integration with Quilter Investment Platform! This guide will show you how to set it up. Setting up the Addon Go to the Addon store from the Settings tab. From here, select the Quilter integration. From here, under the Set-Up Instructions you can see what you need to do, to get this add-on active. For Quilter, you will need to complete: thFew readers

• 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 (https:Few readers

• Royal London Integration

  The Add ons store is the place to find extra features you can add to Plannr. From any page in Plannr, go to Settings then select Add ons. From here you will be able to see the Add ons available, you can sort using the Categories on the left. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800Few readers

• Saturn Integration

  This guide will show you how to setup the Saturn Integration! Setting up the Addon Firstly, you'll need to email Saturn to confirm you need the Plannr integration to be set-up - please email them at [email protected] Once this has been confirmed, log into your account with Saturn and select Integrations on the left-hand side (https://storage.crisp.chat/users/helpdesk/website/bdf40aFew readers

• Scottish Widows Platform Valuation Integration

  This guide will show you how to set up the Scottish Widows Platform Valuation Integration Pre-set up guidance Before you enable the addon, you will need to complete the following steps: Ensure an FCA number has been added to your Plannr site. Email ScottiFew readers

• Seccl Integration

  We now have an integration with Seccl! This guide will show you how to set it up. Setting up the Addon Go to the Addon store from the Settings tab. From here, select the Seccl integration. From here, go toSome readers

• Seccl Integration: Generating Illustrations

  With the Seccl-Plannr Integration, you can generate illustrations from your Plannr site. To do this you will need to have the addon setup with clients synced, more on this can be found here. Mapping Nodes Once your addon is setup, you will need to map your existing advisers to their ' Node ID' with Seccl. This can be found in the mapping tab of the addon.Few readers

• SelectaPension Integration

  This guide will show you how to setup the Selectapension Integration! Setting up the Addon Log into your account with Selectapension and select Settings at the top of the screen On the next screen, select Integration Connections (https://storage.crisp.chatFew readers

• 7IM 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 7IM 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 (https://storage.Few readers

• 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 SödeFew readers

• Standard Life Valuation Integration

  This guide will show you how to set up the Standard Life Valuation Integration Pre-set up guidance Before you enable the addon, you will need to complete the following steps: Ensure an FCA number has been added to your Plannr site. Upload your Unipass CerFew readers

• Transact Automated Remuneration Statements

  This guide will show you how to setup the Transact Income 'Remuneration' Statements Integration. Once setup Plannr automatically downloads provider statements from Transact into Plannr's income reconciliation engine. Key Facts Runs every day 4 times a day Supports multiple Transact accounts at once Will create both onshore and offshore statements Will attempt to automatically reconcile existing expectations with its transactions Setting up the Addon Go to the Addon frFew readers

• Unipass Certificates

  Unipass Certificates in Plannr Unipass certificate To have access to secure information and our contract enquiry add ons like, Royal London, you will need to have a Unipass digital certificate. This pass provides added security for both users and providers who are sending secure information. In order to obtain a Unipass digital certificate, users need to complete a Unipass identity registration form. This would include their own individual information and firm for which they work for.Popular

• Wealthtime Select 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 Wealthtime Select 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 (htFew readers

• Wealthtime 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 Wealthtime 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 (https://sFew readers