This is one for those of you using Income Reconciliation with providers that send over statements using a different policy number to the one you have stored in Plannr for your live valuation feeds.

We’ve now added the functionality to map persistently-different policy references to the plans you hold in Plannr so that you don’t have to manually match these income statements each month - PHEW!

Here’s a support article explaining the new functionality. Any questions please do reach out on live chat as usual.