Help Center

Improved

Fixed

💡 Share your ideas

plannrtechnologies

Backlog

Planned

In Progress

Completed

Rejected

Accepting Feedback

Integration

Formbuilder

Time Tracking

Reporting / Exports / Searches

Conversations

Documents (File System)

Tasks

Settings

Client Portal

Contacts (Clients / Prospects / Employees / Introducers)

Income Reconciliation

Notes

Cases

Imports

Fact Find

Groups

Document Builder

Automations

Notifications

Workflow

Dashboard

New Business Events

Custom Fields

Branding

Circles

Audit

Plans

Plans - Valuations

Plans - Transactions

Signature Request

Valuation report

General Navigation

Other

Hey {name|there}! 👋

<p>We have Canada Life offshore bonds which then have Nucleus GIAs as a sub account. It would be useful for the sub account to interact with the Nucleus API to update the sub account.</p>

Valuation of Sub Accounts through API

Andrew Moore

Plannr Technologies

Valuation of Sub Accounts through API

Subscribe to post

Subscribe to post