Powered by an industry-leading API
Integrations
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7IM
Provides you with daily valuations for your 7IM plans.
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Abrdn Valuation Feed
Provides you with daily valuations for your Abrdn plans.
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Abrdn via EDI
Automated provider remuneration statements to help manage your income reconciliation.
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Aegon ARC Valuation Feed
Provides you with daily valuations for your Aegon ARC plans.
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Aegon Platform Valuation Feed
Provides you with daily valuations for your Aegon Retail plans.
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AJ Bell
Connects AJ Bell to Plannr. Provides you with daily valuations for your AJ Bell plans.
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Asset-Map
Gather and present the important information about your client’s financials in one shared picture.
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ATEB Suitability
ATEB Suitability, part of the Thistle Group, is an intelligent multi-product suitability report generator
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Aviva Platform Valuation Feed
Provides you with daily valuations for your Aviva Platform plans.
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Aviva via EDI
Automated provider remuneration statements to help manage your income reconciliation.
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Conquest
Connect client data from Plannr and Conquest Planning.
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Content Streams
Content Streams provides an end-to-end, seamless content marketing workflow. Create impactful ad-hoc or regular marketing campaigns, web pages, HTML emails, adviser profiles and more.
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Defaqto Engage
Defaqto Engage is an all-in-one system that helps you deliver exceptional financial advice, from start to finish.
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EVPro
A complete, end-to-end financial planning solution that lets advisers assess, build, stress-test, review and solve client plans.
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Fidelity
Provides you with daily valuations for all your Fidelity plans.
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FinCalc
Illustrating your client’s financial future concisely and accurately using our tools.
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Fundment
A deep valuation integration with client and plan syncing.
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Genovo
Genovo is a highly customisable and easy-to-use online suitability report builder.
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Hubwise by SS&C
Provides you with daily valuations for your Hubwise plans.
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LGT Wealth Management
Provides you with daily valuations for your LGT Wealth Management plans.
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LV= Valuation Feed
Provides you with daily valuations for your LV= plans.
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LV= via EDI
Automated provider remuneration statements to help manage your income reconciliation.
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M&G Wealth
Provides you with daily valuations for your M&G plans.
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Nucleus
Daily valuations and transactions, with one-click client and plan syncs.
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Paraplanning Online (PPOL) Suitability
Suitability report writing and much more, with PPOL.
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Parmenion
Provides you with daily valuations for all your Parmenion plans.
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PlannerPal
The financial planner’s AI assistant, integrated with your Plannr account
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Prudential Valuation Feed
Provides you with daily valuations for your Prudential plans.
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Prudential via EDI
Automated provider remuneration statements to help manage your income reconciliation.
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Quilter
Provides you with daily valuations for your Quilter plans.
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Raymond James
Provides you with daily valuations for your Raymond James plans.
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Royal London
Provides you with a daily valuation of your Royal London plans.
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Royal London via EDI
Automated provider remuneration statements to help manage your income reconciliation.
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Saturn AI
Purpose-built AI that puts customer care and innovation at the centre of your business.
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Scottish Widows Platform Valuation Feed
Provides you with daily valuations for your Scottish Widows Platform plans.
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Scottish Widows via EDI
Automated provider remuneration statements to help manage your income reconciliation.
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Selectapension
Seamlessly pull through Client information, Income, Expenditure and Assets directly into Selectapension.
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Soderberg & Partners
Sync contact and plans via the Soderberg platform to Plannr
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Standard Life via EDI
Automated provider remuneration statements to help manage your income reconciliation.
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Transact Automated Remuneration Statements
Automated provider remuneration statements to help manage your income reconciliation.
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Transact Valuation Feed
Provides you with daily valuations for your Transact plans.
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Wealthtime
Provides you with daily valuations for your Wealthtime plans.
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Wealthtime Select
Provides you with daily valuations for your Wealthtime Select plans.
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Zurich via EDI
Automated provider remuneration statements to help manage your income reconciliation.
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