Plannr Technologies Limited

Adding a new provider

Adding and removing Plan Valuations

Benefit Crystallisation Events

Creating a plan

Contract enquiry validation feeds

Cover options for plans

Editing plans

Filtering plans

Group Schemes

Holdings and Portfolios

Inflows and Outflows in Wealth

Managing transactions in a plan

Making a plan inactive

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Plan Visibility

Provider sync logs

Transactions Types & Sub-Types

How do I correct mistakenly entered or duplicate plans in Plannr?

Plans

Adding child plans to a wrap product

How to add a wrap product

Updating existing plan data for Wraps

Managing wraps and wrap products in Plannr

Wrap Products

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