The 2-way integration between the platform and the Plannr CRM system allows you to create accounts/product wrappers within one system, without the need to double key this. You can convert the existing illustration record and many data points will pull through from this, as well as the client record, such as the investment strategy and the client's address. So this integration saves you time and really drives efficiency!

The client will only receive access to the Plannr portal and all platform communications as well as the initial acceptance of terms comes through the Plannr client portal. So the client only has to manage one login and they get a seamless and straightforward experience.

Please note, this process is applicable to SIPP’s, GIA’s (individual and joint), ISA’s and JISA’s. 

This does not currently apply to third party SIPP’s, third party offshore bonds, corporate and trust accounts. These types of accounts must be created in the Soderberg platform. In the case of TPOFB and TPSIPP accounts, the once the account has been created in the platform, this will automatically sync through to Plannr and will appear as a GIA and they can then be manually amended in Plannr. Corporate and Trust accounts will not sync through at all and need to be fully set up as a plan within Plannr. 

The client must be linked between Plannr and Platform in order to be able to create an application which in turn allows the user to create the account. This happens when the client has an illustration created via Plannr, or if the client is created in the platform which then automatically syncs them with Plannr. You can tell if the a link is present for the client across the two systems by looking for the tag on the client's plannr record:

There is a separate guide available which shows you how to create an illustration here.

1.Open Plannr and navigate to the client record:

2. Once you have created an illustration for the account you are planning to create, you can use this to set the client’s status to pending and create the application for the account which will copy across the details you already provided. N.B. creating an illustration in Plannr creates a registered client in the Soderberg platform:

Expand the ‘Work’ menu and select Illustrations’, and you will see the records for any previously created illustrations for this client:

3. Click on the relevant illustration record, and under ‘actions’ select ‘update platform client’:

4. Fill in the client’s personal details. If the information is present in the client’s plannr record, this will auto-populate. N.B. the bank details are a mandatory field in Plannr whilst this is not the case in the Soderberg platform. There is development underway to make the bank details section optional so that clients can input this themselves within the client portal. 

5.Click save, which will do the following:

• The client’s record status will be updated to pending

• An email is triggered to inform the client that they are being set up on the platform.

• An application is created within Plannr for the account in a ‘draft’ status:

6. In the application screen, click on the draft record, then click on ‘Update & Proceed’:

7. Fill in the account details. If you select ‘yes’ to ‘Should this be sent to the platform’, this will ensure that the account is created when you click on Save:

8. The following events will trigger as a result of saving the application:

• The status of the application will move to Pending

• A plan record will be created in Plannr with a status of ‘Proposed’

• The account will appear in the platform with a Pending status

• The client will receive an email to confirm the account has been created and inviting them to review the terms

9. The client will need to log in to the Plannr portal to accept terms for the platform as well as wrapper terms – if it is the first time they will be prompted to set a password.

They will have the opportunity to check their personal details:

Accept their direct debit mandate (if selected):

Accept platform terms (N.B. the client cannot tick the box until all documentation has been opened):

And accept product terms:

10. As a result of accepting both platform and product terms, as well as any relevant direct debit mandate:

• The plan will appear as Active in Plannr

• The application status in Plannr will move to complete:

• The client and account records will appear as active in the platform

• The client will receive an email confirming new documentation is available if the account is a pension, and/or if a Direct Debit Mandate has been agreed to:

• The Adviser will receive an email confirming the plan is now active

You will now be able to key on transfer instructions and/or payment expectations (which must be done directly in the platform). 

N.B. once the client is tagged as a platform client and a link exists between the two systems, you do not have to go via the illustration process to create an account. You can go directly to applications and create this as per the above process: