General Plan Articles

• Adding a GIA to a Joint Client

  A walkthrough of this is available hereFew readers

• Adding a Provider

  Plannr has a vast amount of Providers on the system - currently just shy of 2,700! 🤯 However, we're only human and occasionally we miss a few! If you're trying to add a Provider to a Plan and they don't appear on the drop down list: Then please drop us an email on [email protected] with the FCA website link, we can then get this added for you. Similarly, if you spoFew readers

• Creating Plans

  To add a new plan in Plannr, go to the plans page under Contacts. Here you can see all existing plans. Select the add new button in the top right. This brings up the following modal with three sections. In the first section, select the client this plan should belong to and the type of plan. Once a plan type is selected, an additional field will pop-up asking fSome readers

• Contract enquiry

  How to change contract enquiry adviser There are a few steps needed on Plannr to change the adviser for contract enquiry requests on a plan. Start by clicking on to the sidebar where you can select 'plans'. After selecting the desired plan you will then need to select 'plan details'. Once you are on your plan details you will need to scroll down the page and select *Few readers

• Editing Plans

  Once your plan is created, it's easy to go in and edit it! Locating your Plan From the plans tab under contacts on the left hand side menu, select the plan you wish to edit Clicking on a plan will take you to the plan dashboard. From here, selecting Details from the plan menu shows you all the sections available for editing within this plan. These sections will chanFew readers

• Filtering Plans

  When searching on the Plans page, there are a variety of filters you can use to narrow down your results. Selecting More Filters gives the following advanced options for filtering: Here you can input the client’s name to bring up any plans under that accFew readers

• Group Schemes

  Groups schemes can only be set up on a Business Client and must have Staff Members already set up. Further information on staff members is available here. Creating a Group Scheme From your business client, go to Add New From the drop-down list the appears, select Plan. Add in the information as you would for aFew readers

• Holdings and Portfolios

  In Plannr, you can create portfolios of holdings for your clients. Making a Portfolio To add a Portfolio, go to the relevant plan and, from the menu on the left, select Sub Accounts. From here, you can see all your sub accounts in this particular plan. Click on the one that you wish to add a portfolio to. Here you should see all your current holdings, and you can aFew readers

• Managing Transactions in a Plan

  Plannr can also hold transaction level data on your plans including creating or logging scheduled contributions and withdrawals. Let's go explore that section now. First off, navigate to a plan that allows transactions such as an ISA or GIA. When you view a plan with the transaction functionality you'll spot a transactions tab on the screen. Clicking on the Transactions tab will show you recent transactions and a list of any scheduled transactions too. (https://storage.crisp.chat/usFew readers

• Plans - Cover

  This article will look at Cover in Plans. More general information on Plans can be found here. The specific options available will vary from plan to plan depending on the subtype, but in this example we are looking at an Accident and Sickness Insurance policy. Adding Cover To add cover, go to the Cover tab under Details. Here you can see all existing cover for this plan. (https://storage.crisp.chat/users/helpdesk/website/bdf40Few readers

• Premium History

  Accessing Premium History Premium History can be found under the Details tab on a plan. Here, you can see all your Premium History for that particular plan. If you want to filter these results to find a specific premium, you can press More Filters. This opens up the filtering optionsFew readers

• Sync logs

  Sync Logs Within a plan you can see updates of the incoming data from Adds on, like provider feeds. Start by selecting plans on your dashboard. Once you have done this you can begin filtering to find the specific plan required. You will then be presented with thFew readers

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Wrap Products

• Adding Child Plans to a Wrap Product

  More information on adding a Wrap Product is available here. Adding a New Plan When adding a Plan, you’ll be asked if this is a wrap product or if it’s a plan held within a wrap product. Selecting ‘yes’ when asked if the plan is held within a wrap brings up the option to select the relevant wrap product. Once selected, continue to add the rest of the plan details and, after saving, this plan will appear within your wrap product. (Few readers

• How to Add a Wrap Product

  Information on linking plans to Wrap Products can be found here. Adding a New Wrap Product To add a wrap product, first go through the usual steps to add a plan. As this is a wrap product, ensure that the plan is either an investment or pension plan, and that the subtype is a wrap or wrapper. At the bottom of the ‘Plan Type’ tab when adding a plan, you’ll be asked if this is a wrap product. Simply select yes here and continuFew readers

• Updating Existing Plan Data - Wraps

  Using the export and import tools, you can update your plans in bulk to reflect whether or not they’re a wrap product, or if they are a child of a wrap product. More information on Wrap Products can be found here. Step 1 - Plan Export First, we’ll need to perform a Plan Export to get a csv of the existing Plans. In this example, I’m going to focus on only one client but you can do this with as many clients as you like at the same time.Few readers