4admin × Plannr Integration
Plannr
Keep your Plannr records up to date without manually re-keying provider information, with 4admin's Plannr integration.
Features
Feature Overview
01
Detailed Plan Data Sent to Plannr
Provider information captured during the LOA process moves into Plannr, including fund holdings, charges and contribution histories.
02
Create or Update Plans in One Click
Create a Plan builds a new Plannr record. Update a Plan moves captured information into an existing one.
03
Policy Documents Included
The supporting policy documents and 4admin summary sheet move across with the plan information, keeping the relevant information together.
What Gets Pushed into Plannr
Once the provider information has been captured and confirmed in 4admin, your team can use Create a Plan or Update a Plan to move it into Plannr.
Plan Details
Documents
Valuations
Plan Details
Provider name
Plan type and plan number
Start date and valuations
Documents
Policy documents
Product information and transaction histories
Summary sheet populated by 4admin's AI
Valuations
Fund holdings
Charges
Contribution histories
Process Flow
From Signed LOA to Plannr Record
4admin manages the provider information workflow before the confirmed plan data reaches Plannr, helping remove manual data entry at the final stage.
Submit LOA
→
4admin Analyses the Pack
→
Chase Missing Information
→
Create or Update the Plan in Plannr
Why 4admin & Plannr Integration Matters
Provider information captured during the LOA process can move into Plannr instead of being manually entered from the provider pack.
Copying Valuations Out of PDFs
Without the integration, your team goes back through PDFs to copy valuations, plan numbers and other information into the system. Data entry becomes another admin task to complete later, and every copied field is a chance for a transcription error.
Plans Populated Once Information Is Confirmed
Fund holdings, charges, contribution histories and other supported plan details are carried through to the Plannr record, with the supporting policy documents and 4admin summary sheet alongside. Moving structured information directly into Plannr helps reduce transcription errors and keeps the plan record accurate from the outset.
Security and Compliance
Permissions
The 4admin and Plannr integration helps move supported plan information between the two systems as part of your firm's existing workflow.
Data Handling
Data is encrypted in transit and at rest, hosted on UK Microsoft Azure infrastructure.
Security Certifications
4admin holds SOC 2 Type II certification and is ISO 27001 certified. Full detail is available on our security page.
Explore More Integrations
4admin connects to the tools your firm already uses, helping information move through the advice process with less manual re-keying.
Built to your firm
Custom integrations
Every firm runs Plannr differently. If your team relies on specific tasks, custom fields or case stages, we build the integration around them rather than asking you to change how you work.
Workflow steps run when 4admin pushes a case to Plannr: create a task for the adviser, write a 4admin field into a custom field, move the case on. Where Plannr's API allows it, we can connect a trigger in 4admin to the action your process needs. Each build is scoped with your operations lead, so the automation matches how your firm already works.
Example workflows
Case pushed to Plannr
→
Client task created for the adviser
Provider data confirmed
→
Custom fields updated on the client record
LOA status changes
→
Case moved to the next stage in your workflow
What data does 4admin push into Plannr?
Provider name, plan type and plan number, start date and current valuation, fund holdings, charges and contribution history, along with the policy documents and the AI-generated summary sheet.
Can 4admin create a new plan in Plannr?
Yes. Your team can use Create a Plan to move the supported plan information captured by 4admin into a new Plannr plan.
What if the plan already exists in Plannr?
4admin also provides an Update a Plan option, allowing your team to move captured information into an existing Plannr plan.
Do the original provider documents come across too?
Yes. They're attached to the Plannr record alongside the structured data.
Is this data reliable for a compliance check?
Yes. Every field written into Plannr traces back to the provider pack it came from.