<p>Good news - from tomorrow anyone with the Raymond James addon enabled will also start to receive transaction data as well as valuation data.</p><p style="text-align: start">If you have clients with Raymond James and are yet to enable the addon, you can do so via Settings and Addon Store!</p>

New: Transaction data from Raymond James

Help Center

Improved

Fixed

plannrtechnologies

Backlog

Planned

In Progress

Completed

Rejected

Accepting Feedback

High Priority

Low Priority

Integration

Formbuilder

Time Tracking

Reporting / Exports / Searches

Conversations

Documents (File System)

Tasks

Settings

Client Portal

Plans

Contacts (Clients / Prospects / Employees / Introducers)

Income Reconciliation

Notes

Cases

Imports

Factfinds

Groups

Other

Document Builder

Automations

Notifications

Workflow

Addons / Integrations

Dashboard

New Business Events

Custom Fields

Branding

Plans - Valuations

Audit

General Navigation

Plans - Transactions

Signature Request

Next up

Done

Main Roadmap

Integration Roadmap

Hey {name|there}! 👋

Plannr Technologies

New: Transaction data from Raymond James