Great news to kick off the week, account opening with Transact is now live in Plannr. 🤩 Check out the step by step video to walk you through the new functionality!

A little heads up, you will need to reconnect your Transact accounts for this to work on your site, owing to new credentials being required for this depth of integration, so head to https://app.plannrcrm.com/settings/external-connections to reconnect your Transact login.

This is another great step towards Plannr being the central hub for all your advice needs, with seamless data sharing across platforms and tools, and the elimination of any re-keying.