The 2-way integration between the platform and the Plannr CRM system allows you to create illustrations, client records, and accounts/product wrappers within one system, without the need to double key this. 

When creating the account, if you're converting this from an illustration then it will pull through the plan information automatically (such as the investment strategy) and it will also pull through the client's details, such as their address, when creating the client record.

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, the integration is applicable to SIPP’s, GIA’s (individual and joint), ISA’s and JISA’s. 

This does not currently fully 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.