Summary

We are excited to announce that the two-way integration between the Soderberg Platform and the Plannr CRM system is now live! So, if you are a user of Plannr, you can create an illustration from within a client’s record without having to log in to the platform.

When can we start using this functionality?

This is live now, but in order for this to work, we will first need to perform some set-up activities on our side. Please email servicecentre@soderbergpartners.com if you are a current user of Plannr and you’d like to use this functionality.

How does it work?

Once we have performed the setup, in the client/contact, under the button "new" you will see "illustration". Under that press the "seccl platform" button and this will allow you to create illustrations. 

If you have branding set up within the platform, this will pull through as usual.

For a full demonstration, there is a short video available within our self-service centre; Creating a Client & Illustration via Plannr – Söderberg & Partners Wealth Management (soderbergpartners-wm.co.uk)

I’m interested in using Plannr

We have lots of new and innovative integrations on our roadmap with Plannr – we are currently working on account creation so stay tuned for updates on this! 

If you find yourself curious to know more about the system and how it can drive efficiency within your business, please send an email to servicecentre@soderbergpartners.com and we can arrange an introductory call and a demo on your behalf.

Feedback and queries

As always, we are very open to any feedback you may have, and we’re here to answer any questions. 

Feel free to email us on servicecentre@soderbergpartners.com or call us on 0117 463 5100.