Our long awaited integration with Transact for Automated Remuneration Statements is LIVE!
This integration automatically downloads provider statements from Transact into Plannr's income reconciliation engine. It will check daily for new statements from both your onshore and offshore accounts and also supports syncing from multiple accounts (that is, you can manage multiple Transact Adviser Firms under the one Plannr account).
The transactions from Transact will be automatically reconciled to expectations if they already exist, using the standard Plannr income reconciliation rules.
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
We have created a new help guide here if you would like more information of how to setup this Integration.
Please Note - The person creating this initial connection must be a Transact Super User at your Firm (with 2 Step Verification (2SV)) as only they can authorise the Remuneration process.
You can check if you are a Transact Super User by logging into the Transact website > Housekeeping > Online Access. There it will say which users (if any) have Super User access. And if those Super Users have 2SV set up (under the ‘Details’ option).
If you don’t have a Transact Super User or want to register another one, you will need to complete a form please download from here and send via the Transact website – go to: Tools > Upload Documents.
Please ensure that a person named on the FCA register signs it – such as a Director, Partner or Compliance oversight.
If you have any questions or issues please don’t hesitate to raise a ticket in the usual way or via help@plannrcrm.com.
We hope you enjoy this new add-on
