Some positive news for you all on the Fundment valuation feeds coming in to Plannr!

Fundment have released an upgrade to their API which they are confident will resolve the recent issues you have been experiencing with graph anomalies and missing valuation data. Tests have been running well in UAT and we’re happy to release this upgrade into production on Monday next week.

However, as a result of this change to their API, we have had to make the decision to remove the historically controversial client and plan sync button in Plannr, as the way that this data syncs with Plannr under the latest version of their API doesn't meet our required spec for API call speeds, and a number of our users had previously reported to us that the sync has been problematic for them, with large numbers of records being added to Plannr erroneously.

There is a long-term resolution to this, which requires the Plannr team to rebuild against their upgraded API to enable the client and plan sync again in an efficient and more reliable way, but we have made the decision that the priority now for Plannr users and your customers is to get the valuation feeds and graph functionality working robustly and consistently as soon as possible. We will continue to work closely with the Fundment team to re-add this functionality in the future.

With this in mind, we plan to release this initial update in three working days (so Monday 2nd February) - to get your valuation feeds running reliably as a primary priority. 🚨 At this same point, the button for client and plan syncs will be removed from Plannr, so if there any any syncs you would like to run now, please ensure these are completed before we release the valuation feed fix on Monday. 🚨

Any questions as always please let us know.