IFA Dataflow

Specialist Integrations that bring your Advice Journey to Life

From quick tips to deep dives, everything you want to know about Plannr!

Get help with your workload from one of our trusted partners

Fully open architecture

Consultants, trainers, paraplanners – we want you!

If you’re getting started integrating with us, here is our How-To guide!

We use technology to automate the loading of provider statements into Plannr.

Saving the manual processes involved in loading provider data for income reconciliation.

Enjoy the ease of processing EDI statements for all of your statements.