Introduction

• Platform overview
• Instant Deposits

Client Creation

• Creating a new client - standalone journey
• Creating a new client via an illustration
• Creating a Client & Illustration via Plannr

Account Creation

• Creating an account - JISA
• Creating an account - GIA & ISA
• Creating an account - Pension

Client Servicing

• Setting up and amending family linking via 'client groups'

Account Servicing

• Submitting and monitoring a transfer in
• Taking income from a SIPP
• Intra-account transfers
• Crystallisations
• Ad Hoc & Regular Withdrawals - GIA & ISA
• Single & Regular Payments In - SIPP

See all 7 articles

Models

• Creating and managing advisory models

Reporting

• Platform MI & Reporting