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Welcome to the Söderberg Self-Service Centre!

Söderberg & Partners Platform
Process Guides
Plannr CRM 2-way integration

Articles in this section

Resetting a Plannr client login
Plannr Client Onboarding Flow
Process for creating an illustration and client record via the 2-way Plannr integration
Process for creating an account in the Soderberg platform via the Plannr CRM 2-way Integration

Plannr Client Onboarding Flow

October 27, 2026 16:44
Updated

Söderberg & Partners Platform Ltd

One Temple Quay
Temple Back East
Redcliffe
Bristol Bs16dz

Company information

FCA number: 995131
Companies House number: 14035487

Söderberg & Partners Platform Ltd is authorised and regulated by the Financial Conduct Authority under registration number 995131. You can verify these details in the Financial Services Register.

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