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 readersAbrdn 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 readersAegon 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 readersAJ 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 readersAsset 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 readersATEB 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 readersAviva 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 readersConquest 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 readersDefaqto 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 readersEDI (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.planPopularEVPro 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 readersFidelity 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 readersFinCal 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 readersFundment 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 readersGenovo 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 readersLGT 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 readersLV= 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 readersNucleus 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 readersParmenion 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 readersPlannerPal 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 readersPrudential 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 readersRoyal 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 readersSaturn 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 readersScottish 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 readersSeccl 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 readersSelectaPension 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 readersTransact 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 readersUnipass 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.Some readers
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 readersCase 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
Expenditure
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 readersCompleting 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
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 readersEditing 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 readersFactfind 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 readersFinding 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 readersJoint 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 readersSending 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 readersAdding 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 inPopularEmail 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