Intelligent efficient wizards save time and are easy to use to collect information pertaining to the financial advice and with relevant risk warnings and technical notes included automatically.

Comprehensive, current & compliant addressing all areas of advice with content always up-to-date and regularly scrutinised by the FCA and compliance specialists.

Personalising reports to the client is essential and free flow text is available at every opportunity.

Customisable to reflect your company style, business proposition and content preferences.

Client friendly reports use plain English with technical terms clearly explained. The use of bullet points, tables, colour and multi-level headings assist with client engagement and make reports easier to read with repetition avoided.

Also available:

Cashflow Modelling cover all aspects of money - graphically illustrate a client's future financial journey.

Fact Find Builder to create fact finds tailored to your clients & your business - allows clients to complete online.

Get started with a one-to-one online demo to show PPOL in action, cover topics relevant to you and get your questions answered. Request a demo at ppol.co.uk or call the friendly team there on 01888 411188 for more info!

Saturn AI integration is now live! 🎉

Saturn combines data through industry specific integrations, and increases value provided to clients with purpose-built AI that puts customer care and innovation at the centre of your business.

Designed to empower the heroes of Financial Advice across your business.

Financial Advisers - Maximise the time you spend with clients through comprehensive meeting support and client data insights.

Paraplanners - Remove the administration burden on collecting information and focus on being the technical resource you are. Enable more clients to achieve their financial goals through Suitability and Review Report support

Compliance - Proactively detect and manage risks across the business with quality data through Vulnerability Detection, File Checking and Training & Competency systems.

Check out their Website for more information and to schedule a meeting with one of their team! If you’re already a Saturn user, simply tell them you’re with Plannr and they’ll switch the integration on for you!

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

We are excited to let you know that an additional Provider is going live with EDI within Plannr:

Scottish Widows

Please see the updated support Article which is also detailed within the Addon in Plannr for each of the EDI Providers

EDI (Automated Provider Remuneration Statements)

If you have any questions or issues please don’t hesitate to raise a ticket in the usual way or via help@plannrcrm.com.

More are coming, but for now we hope you enjoy this new EDI add-ons!

We have some fantastic news for you - our long awaited integration with Genovo is now LIVE! This incredible bit of kit allows you to build compliant, exhaustive, intuitive reports all synced with your Plannr client record, with a wealth of predesigned content to save you no end of time. Existing Genovo users will rave about the functionality, and now you can seamlessly build and share your reports with clients through Plannr.

Not already a Genovo user?

Genovo is a highly customisable and easy-to-use online suitability report builder, providing the perfect balance of personalised user input and time-saving automation.

This groundbreaking two-integration allows you to pull client and plan data from Plannr into Genovo and upload the report back into Plannr and automatically save it against the client record(s).

Key Features

Time saving - Packed full of features that allow highly personalised reports to be created in a fraction of the time it takes when using more traditional methods like Word templates.

Compliance confidence - Peace of mind that your reports include everything they need to, and the content is being automatically kept up to date for you.

Highly customisable - Customise your workspace and your reports to reflect your company's brand and advice service, as well as your individual content preferences.

Comprehensive solution - Write suitability reports or MiFID II-friendly review reports for private, corporate and trustee clients covering an extensive range of financial products and advice scenarios.

Reader friendly & engaging - Improve your client experience and enhance your company's brand by providing your clients with professional, reader-friendly and engaging reports that adhere to the principles of Consumer Duty.

Truly scalable - Designed for companies of all sizes from individual advisers and paraplanners, to multi-adviser companies, and multi-company groups.

Content libraries - Libraries containing regularly used core content that can be added into a report with a couple of clicks, saving the need to rekey this information and helping to further speed up the report building process.

High level security - We take the protection of our clients' data extremely seriously.

Extensive user support - An extensive range of support and training resources to help new users get up and running quickly and effectively and ensure existing users continue to have access to the assistance they need whenever they need it.

Learn more about all of Genovo's key features >>
Book a demo of Genovo >>
Sign up for a free trial of Genovo >>

How to!

It's really easy to integrate your Genovo and Plannr accounts. This article from the Genovo Knowledge Base provides step-by-step instructions on exactly how to do this.

Where can you find more information about the Plannr integration?

You'll find everything you need to know about how the Genovo < > Plannr integration works in the Genovo Knowledge Base.

There's no additional cost associated with the integration, and existing users of Genovo and Plannr can set up the integration and get started in a couple of minutes.

If you're a user of Plannr, but don't as yet have a Genovo account, and would like to see more, you can book an online demo here.

What should you do if you haven't got a Genovo account yet?

You will need an active Genovo account before you can set up and activate the integration. Don't worry if you don't already have a Genovo account, you can sign up for a 30 day free trial of Genovo via the Genovo website by clicking the orange 'sign up' button in the top right hand corner of every page. There's no risk, no obligation and you can cancel at any time.

You'll find more information about Genovo's plans and pricing as well as the 30 day free trial on their website.

If you need any help and support on this please reach out to Genovo or Plannr anytime! 🎉

Presenting a seamless integration between Plannr and ATEB Suitability. Improved efficiency in creating suitability reports!

Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within their suitability report writing application.

Key Features and Benefits:

Effortless access to ATEB Suitability from Plannr

Two-way integration - Once your report is complete, you can store it within the client's record in Plannr with just a click of a button.

• Increased Efficiency - Automates data transfer between systems
• Reduces manual/repetitive data entry and minimising errors.
• Ensures consistent and accurate data throughout your reports.
• Streamlined Processes with effective client data management

Enhances customer experience by providing timely and accurate information.

ATEB Suitability will give you a smarter, more cost-effective, and compliant approach to producing your suitability reports. Having been developed using cutting edge intelligent document creation software, combined with the expertise of leading compliance experts, it offers a fresh approach to the production of suitability reports which are both comprehensive and personalised.

For additional information on the setup, user guide, and supported fields, click HERE!

To use the integration you will need an active ATEB Suitability account, but don't worry they offer a no obligation 14 day free trial (no credit card details required). You can sign up at any time using the following link: https://app.atebsuitability.co.uk/#/register

Once you have created your ATEB Suitability account, you can click the enable button on the addon store to get cracking!

Need to know a bit more first?

They host regular webinar demonstration sessions every 2 weeks, alternating between Tuesdays and Thursdays. These can be booked using the links below:

• Tuesday Webinars

• Thursday Webinars

This is a fantastic bit of kit and we’re thrilled to be partnered with the ATEB gang. Go check them out!!

If you have any questions or issues please don’t hesitate to raise a ticket with us via help@plannrcrm.com.

We have some amazing news - our fantastic friends over at The Outsourced Marketing Department (TOMD) have launched their incredible new content sharing platform that brings a whole world of targeted campaigns, top notch marketing content and quality client communications - fully integrated with your Plannr client bank so that at the press of a button you can send a wealth of useful content to specifically tagged clients and prospects - driving client engagement, retention and acquisition. Who wouldn’t love that?

The transformational content sharing platform integrated with Plannr

Plannr's unique integration with Content Streams enables advisers to securely share content with clients directly from Plannr to the client portal, using content in multiple formats, including video. In conjunction with our automation engine and tags features, targeted high-quality content can be delivered to specific segments of your client bank without you even needing to be sat at your computer.

The Platform

The platform saves busy professionals time, effort and resource while improving the quality, frequency and relevance of communications. Content Streams enables advisers to create, approve, share and track content across all their marketing channels - from within the platform. Combining cutting-edge marketing automation technology with TOMD's 25 years of experience in resolving the marketing and communication challenges of financial advisory firms.

CAST

Content Streams provides an end-to-end, seamless content marketing workflow for busy financial advisers, using the unique CAST system – create, approve, share and track.

Instantly create impactful ad-hoc or regular marketing campaigns, web pages, HTML emails, adviser profiles and more. Check, amend and approve your content to ensure you are happy to share it. Share your content and campaigns on social media, email, in a video or securely from Plannr. Track the success of your campaigns within Content Streams' analytics tool, allowing you to monitor and analyse engagement and effectiveness.

Do it yourself... or don't

The intuitive interface is designed for ultimate ease of use, making content marketing a dream for tech-phobic and tech-savvy advisers alike. If you're not keen on a DIY approach, however, Content Streams can take away the pain of that, too. They can manage your activity from start to finish so that you reap all the results, with none of the effort.

If you're frustrated by the challenges of content marketing in a highly regulated industry, if you lack the time and resources to communicate with clients as often as you should, and if you just want to make life a bit easier for yourself, then the Content Streams platform could be for you.

How do I get it?

If you’ve already got a Content Streams account simply contact the folk at Content Streams to get the ball rolling. If you aren’t yet benefitting from all of Content Streams’ great features, you can find out more at the Content Streams website, call 0333 041 6950 or email hello@contentstreams.co.uk to speak to that fantastic team there.

If you have any questions or issues please don’t hesitate to raise a ticket with us via help@plannrcrm.com.

Exciting news, we've just pushed live valuation feeds for both M&G Wealth AND SS&C Hubwise. You can enable these add-ons by visting Settings > Addon store and following the setup instructions as per normal.

Enjoy!

This one feels like a long time coming but we're absolutely delighted to share the good news that the first provider has gone live via Origo's valuation endpoint. To recap, this is one of the old "contract enquiry" style integrations where Unipass certificates are required in order to verify the adviser with a provider to get valuation data.

Before you get too excited and enable the new Royal London integration, please go upload your Unipass certificate as per our support doc here:

https://support.plannrcrm.com/en/article/unipass-certificates-12i97xk

Once that's been uploaded and verified, you can then turn on the Royal London valuation as per normal under the settings > addons and every night we'll go and collect valuations for any plans that have a correct policy number with Royal London.

As a side note, we're now working with Origo to get all the other providers live too from the list here: https://origo.com/origo-services/origo-integration-hub/origo-integration-hub-matrix

The Royal London integration is going live initially to our early-access testers as per our article on our community (https://community.plannrcrm.com/c/developer-discussions/royal-london-via-contract-enquiry-guinea-pigs-please) so if you're keen to be one of the first to use it please get in touch.

Once this has been tested successfully with a few firms we'll get this opened up to everyone.

Good news! We've just rolled out another provider integration and this time it's Parmenion.

Our integration allows you to grab valuation data (including legacy valuations) along with holding data too. We're just putting the final touches on the income reconciliation / transaction integration with Parmenion but thought we would roll this out sooner.

To set up the integration you'll need to contact Parmenion and ask them for your integration username and password. The instructions are shown on the addon as per our other integrations so head on over to Settings > Addons to get started.

Enjoy!

Hello everyone, exciting news if you’re a firm who has assets with either Raymond James, Novia, 7IM or Wealthtime.

We’ve just pushed our FINIO-powered integration on Plannr and you can now enable valuation feeds from all of these. If you’re wanting to turn on one of the valuation feeds from those companies in Plannr please could you visit the following link:

https://finio.sprintenterprise.co.uk/plannr/

This will send an instruction over to FINIO to start routing valuation data to us through their system so it’s really important that you fill this in first.

You’ll be asked for a TPSP number when filling in the form and this is a unique identifier from our system that is passed back and forth between FINIO and us to know which firm needs plugging in etc and you can get this from within the Add-on store in Plannr. You’ll need to visit our store under settings, click onto the provider you would like to enable data feeds for (e.g. one of the platforms mentioned above) and the add-on will tell you the TPSP number for your firm. Copy that and paste it into the FINIO form above and then give both systems a few days to get things hooked up and that’s it.

We hope you like the new integrations!