If you are creating a new client and illustration, or an account, through the Plannr CRM, they will immediately feed through to the platform. 

If you have created the client/account in the Soderberg Platform, there is an hourly sync which happens at quarter past the hour, so an hour is the longest it should take to appear in Plannr. This means if you create a new client or account directly in the platform, the client will not receive any associated emails until the next sync occurs with Plannr.

N.B. the sync occurs between 06:15 and 22:15 daily. Anything created after 22:15 will not show until the following morning.

There is a separate sync which runs for AML and Bank Account Verification. In the first hour following creation, the system will check for updates every 1 minute, so the client will receive their activation email without delay. Following this, it moves to every 1 hour. This means if the client fails the automated checks, and additional documentation and manual verification is required, it will take up to 1 hour for the client to receive an email from us.