We are excited to let you know that an additional 3 Providers are going live with EDI within Plannr:

Abrdn - This is for Ex Elevate only and does not include Abrdn Wrap at this stage

Royal London

Zurich

Please see the updated support Article which is also detailed within the Addon in Plannr for each of the EDI Providers

(https://support.plannrcrm.com/en/article/edi-automated-provider-remuneration-statements-10crcnk/)

If you have any questions or issues please don’t hesitate to raise a ticket in the usual way.

More are coming, but for now we hope you enjoy these new EDI add-ons!