Addons

• 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 beSome 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 VFew 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 uFew 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

• 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

• FinCal Integration

  This article explains how to setup the FinCal Integration! Setting up the Addon For full information on how to setup the integration and how the system works, please visit FinCal's fabulous integration guide (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2024-07-31-at-1Few 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

• 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 ValuatFew 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

• 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 ScottFew 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

• 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

• 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

Case Options

• Case Statuses

  In Plannr you have the ability to create Case Statuses which appear next to the case name. These statuses can help you organise clients and can be updated at any time. Navigating to Case Statuses Go to the Settings tab from the left hand side menu and select Case Options (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-11-aFew readers

• Case Types

  In Plannr, you can customise your Case Types. To do this, go to the Settings tab from the left hand menu and select Case Options. From here, select Case Types. Here you can see all your current case types! (https://storage.crisp.chat/users/helFew readers

Client Statuses

• Client Statuses

  In Plannr you have the ability to create client statuses which appear next to the client’s name. These statuses can help you organise clients and can be updated at any time. Creating a Status To create a client status, go to the Settings tab from the left hand side menu and select Client Statuses. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fdFew readers

Custom Fields

• Custom Fields

  You can create a new custom field to appear on plans, clients, task & cases. Adding Custom Fields Go to Settings from the right hand side menu From here, select Custom Fields Here you'll see all existing custom fields, including their type and whether or not they are required. From the top, select Add new field (https://storage.crisp.chat/users/hSome readers

Default Folders

• Default Folder Structures

  In Plannr, Folders are used to organise client or case documents. While you can make new folders on a specific case by case basis, you can also set up the ability to have default folder set ups for different types of clients/cases. Setting Up Default Folder Structures Go to the Settings menu Select Default Folders From here you can see all current FolderSome readers

Expenditure

• Completing a Client's Expenditure

  More information on Expenditure can be found here. To view expenditure from a client’s page, go to Personal Details and then Expenditure. Here you can record the client’s expenses for each field. The tabs at the top allow you to switch between different life stages. Joint Clients For joint clients, you have three columns for each field. You can either record thFew readers

• Expenditure

  Plannr allows you to customise your expenditure to help with cashflow modelling. Setting Up Expenditure The Expenditure section can be found by going to the Settings tab. From here, you can either edit the Life Stages or the Expenditure Structure. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-12-at-1012561wbrwy7.Few readers

Factfind Schemas

• Creating a Factfind

  Factfind is a feature that allows you to send a client a form for them to fill in. The information they input will be automatically added to the appropriate section on the client’s account. Select Factfind Schemas under the Settings section from the menu on the left. Select Add New to create a new schema. Enter a name for the schema that will be used when choosSome readers

• Editing a Factfind

  After sending a Factfind to a client, you may find the need to edit it after the client has submitted. Go to the Contacts tab from the left hand side menu. Select the client with the factfind you need to change. Click on the Work tab to bring up the following options. Select Factfind Requests. (https://storage.crisp.chat/users/helpdesk/website/bdf40aFew readers

• Factfind Sections

  There are various sections you can select to make up your bespoke Factfind. More information on Factfinds can be found here When you send a factfind request, the client received this notification. Clicking on view brings up the factfind with the selected sections. Below are the input forms your client sees for each section. 1. Basic Details:Few readers

• Finding Factfind Info

  Once a client has completed a Factfind they are sent, the information inputted will be applied to their client profile. This guide will detail where to find the information from each section of the Factfind. More information on Factfinds can be found here Overview Select the Contacts option from the left side of any screen in Plannr. Select the desired client and click on their name to bring up their profile. (https://storageFew readers

• Joint Factfinds

  Factfinds can be sent to joint clients to collect both clients' information in one! Further information on creating a factfind can be found here. Sending a Joint Factfind As with individual factfinds, sending a joint factfind is simple! From inside your joint client: Select add new. Choose new factfind request.Few readers

• Sending a Factfind Request

  Once you've created a Factfind, it's time to sent it to a client to fill out! More information on creating a Factfind is available here. Go to the relevant client and select Add New From the dropdown list that appears, select Factfind Request This brings up the following modal: Select the Client using the dFew readers

Groups

• Adding a Group

  Groups can be used to categorize individuals in Plannr. To add a group, go to the Settings tab and select Groups. Here you can see all your existing groups. To add a new one, select Add new group from the top right. (https://storagFew readers

• Adding People to a Group

  Adding people to a Group in Plannr is easy! More information on Groups can be found here. From the Individual’s page To add an individual to a Group from their page, go to Actions and select Update Basic Details. From here, click on Service then you can update which Groups the individual is in. Remember toFew readers

Mailboxes

• Email Integration

  In Plannr, you can store and sort your emails from clients easily. To watch a quick video of the integration, click here. Mailboxes Your Mailbox can be found in the Settings area of Plannr, and here you will see all the mailboxes that are currently linked to this site. More inPopular

• Email Integration - Setting up your Mailboxes

  We now have email integration Version 1. This guide will show you how to set this up. Setting up your Mailboxes Go to the Mailboxes from the Settings tab. From here, select *Add new and choose the appropriate Mailbox type: Clicking this brings up the followingSome readers

Security

• IP Restrictions

  IP restrictions allow you to limit where people can log into your Plannr from. Setting Up IP Restrictions You must be an Owner or Admin to do this, more info on employee roles is available here. From the Settings tab, select Security. (https://storage.crisp.chat/users/helpdesk/webFew readers

Tags

• Tags

  Tags are a useful way of quickly categorising clients. Managing Tags To get to the Tags page, go to Settings and then Tags. Here you can see all existing tags. You can edit or delete a tag by going to that tag and selecting either the pen or bin icon respectively.Few readers

Task Board

• Task Statuses

  Task Statuses are used to categorise your Tasks in Plannr. This also customises the columns on the My Tasks task board. More information on Tasks is available here. Viewing Task Statuses You can navigate to Task Statuses from the Settings tab on the left hand side menu.Few readers

Workflows

• Workflows

  In Plannr, Workflows are a way of standardising processes within your business. A Workflow is made up of Tasks and these can be assigned to anyone in the business, even clients. To create a Workflow, go to Settings from the menu on the left. From here, select Workflows. Here you can see all existing Workflows. Select Add New to create a neSome readers

• Verifying your FCA Number

  Your FCA number is can now be saved and stored against your firm on your Plannr site. This is required for EDI and upcoming improvements to our Addons. Adding your FCA number To access the FCA verification page, go to Settings and then select FCA from the list on the left hand side. You can also access this area from the top right by clicking on My account and thSome readers