Introduction

• Instant Deposits

Client Creation

• Client journey & logging in for the first time
• Creating a Corporate Account
• Creating a Trust Account
• 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

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

Models

• Creating and managing advisory models

Reporting

• PPR Tool
• CGT Tool
• Platform MI & Reporting