Templi's Plannr integration
OfficialConnect to Plannr to sync clients and advisers, and complete fact finds from your meetings.
What it does
Bring your whole book across
Import every client and adviser from Plannr in one pass, then keep them in step without re-keying a thing.
Fact finds that fill themselves
Templi completes fact find and review forms from live Plannr data, then exports the finished form straight back onto the Plannr record.
Chat over your Plannr data
Ask Templi's agents about any client and they read Plannr directly, so the answer cites the record rather than a stale copy.
Work from your Plannr files
Attach documents already filed against the client in Plannr as sources, so generated advice draws on what you have on record.
Plannr Integration
Connect your Plannr account to import clients and advisers, complete fact finds from your meetings, and write the results straight back into Plannr.
Key Features
- Client and Adviser Import: Bring your Plannr clients and advisers into Templi, matched to your team
- Fact Find Sync: Personal details, contact details, addresses, health and lifestyle, employment, income, dependants, goals, estate planning, state pension, vulnerability, marketing preferences and review dates, in both directions
- Filled In From Your Meetings: Templi's meeting transcripts complete the fact find, so nobody retypes a form
- Your Plannr Configuration: Titles, nationalities, occupations and product providers come from Plannr's own lists, so what goes back matches what your team already uses
- Client Documents: Read documents held against a client in Plannr when drafting
Before You Connect
You will need a Plannr login for an active firm, with write access, so the integration can read your firm's clients and write updates back. Templi connects through Plannr's OAuth flow, so there are no API keys to copy.
If your login covers more than one firm, Templi selects an active one and skips any firm that has been deactivated or where your account is no longer active.
Good To Know
Plans, policies and mortgages are read for context when drafting, and are not yet written back. Plannr models mortgages and other borrowing as plans, so liabilities follow the same rule. Risk assessments are read only.
Plannr validates phone numbers, so a number needs to be a real one in UK or international format to sync.
Expenditure is not currently synced.
Permissions
7 of 8 scopes can write back- ClientsRead and write
Read client records, contact detail, plans and holdings. Write documents, notes and case updates back onto the record. Every write is attributed to you and timestamped.
- AdvisersRead and write
Read adviser names, roles and client assignments so documents are attributed to the right adviser.
- FormsRead and write
Read submitted fact find and review forms, and write completed forms back to the client record.
- OrganisationsRead and write
Read firm, network and office structure to apply the correct template set and disclosures.
- ImportsRead and write
Create and update imports so incoming client data can be reviewed before it lands.
- TasksRead and write
Create and complete tasks in the connected system when a document moves stage.
- App credentialsManaged by Templi
OAuth tokens are stored encrypted and scoped to this connection. They are never exposed to other apps or firm members.
- PlansRead and write
Requirements
- An active Plannr account with API access enabled
- Administrative access to authorise the connection
