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PowerPlanner
on
13-07-2020
11:59 PM
- last edited on
30-07-2020
10:57 PM
by
sara.row
Labels:
Type: Suitability Report
Locale: UK
Description:
PowerPlanner offer a technology-driven, trustworthy and highly efficient solution for producing your suitability reports.
Our XPlan integration allows PowerPlanner's Adviser Portal to import data so that cases can be submitted for paraplanning without the need to re-type or copy/paste between systems.
This integration piece will allow you to search for clients in your XPlan instance and import the information directly into PowerPlanner's system over a secure connection, ready for you to add recommendations and enter your advice. You can also import documents straight from XPlan.
PowerPlanner will then perform the existing plan analysis and prepare your suitability report as normal
Contact details for integrator:
email: adam@powerplanner.uk.com
telephone: 0345 066 5540
Website for integrator: https://www.powerplanner.solutions/
Status: In Development
Activation Type: Standard
Activation: Standard Activation via the site
Iress Contact: Please contact your account manager for further information and to arrange set up.
0
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Our software is used by more than 9,000 businesses and 500,000 users globally.
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