To use the Voyant integration with Plannr, you must have active user accounts with both Voyant (as a subscriber or trialist) and Plannr. This integration only needs to be switched on by Voyant.
Once the integration is all set up, log into Voyant.
When in the AdviserGo home page (where your client list is) click Import client via the + button bottom right
Select Plannr from the available integrations
You will then need to login to Plannr using your usual login details. You will only need to do this once to authenticate the account.
Note if you are already logged into Plannr in your browser you will not need to log in again.
After logging in click Allow when prompted:
Option A - Create a new client record using information imported from Plannr
Search for your client. Click on the client's name in the list once you have found them to import.
Voyant will then import the client details into the plan. Check the details then click Next
You may see some errors when you first import the plan. This could be due to Voyant needing data that it did not find in Plannr. Click on each error to resolve.
For example, for expenses you need to tell Voyant when they exist in the plan. In the expense, go to Timing and select a start and end event for that expense.
Importing Joint Clients
If you wish to import clients from Plannr so they form a joint record on Voyant, you firstly need to ensure that the relationships field in Plannr has been set to one of the following
Spouse – which will import into Voyant as Spouse
Partner – which will import into Voyant as Non-Legal Partner
Once the relationship has been created between clients, when you select a client to import they will be imported as the primary Client in Voyant and the client they are related to in Plannr will be imported as the second client.
i.e. if you select Mr to import, Mr will be imported as the primary Client in Voyant and Mrs will be imported as the second client. However, if you select Mrs to import, Mrs will be imported as the primary client and Mr will be imported as the second client.
Option B - Update an existing client record with information imported from Plannr:
If you already have a client in Voyant that you wish to link to the integration to update information from Plannr follow the instructions below
In the client record Dashboard view in Voyant click ’Import’. The system will guide you through the linking process to identify matches between the existing Voyant plan data and the updated client data from Plannr.
Select Plannr from the available integrations
Find the client in the search box and select Merge
NOTE: Selecting Overwrite will start your plan again from the beginning using the Plannr data pulled through and will not include any existing What If scenarios.
After clicking on Merge a list of Finances pulled from Plannr will be shown.
Select ‘Connect’ to link existing entries with Plannr entries and update these entries with updated values from Plannr.
To add in a new entry from Plannr, that isn't currently in Voyant, select Add instead of Connect
If there is an entry on Plannr that you do not wish to import to Voyant, select Skip
In the Summary screen select which entry in Voyant you would like to connect the Plannr one to and it will connect and update the values for it:
In Dashboard view this symbol shows it is connected to Plannr:
Check the data
For both Options A and B check all the data that has been pulled across via the Dashboard view in AdviserGo.
Click on each entry to see the details.
Checklist - Things to check following the import of a client fact find
Below is a quick list of things to check after you've imported a client case. Further details follow on how to address these potential issues.
After importing, check the top of the Dashboard screen and within each entry in the software for error messages. These messages are links, which you can click to jump directly to the item in question and correct the problem. Be sure to read the error message. The descriptions in these messages are usually helpful.
Click on each entry to check it is entered as you would like for your Voyant model and complete any missing data. Check areas such as:
- Ownership - is the item owned by the correct owner
- Account Type - is the account the right 'type’ e.g. check DB pensions for 'deferred’ versus ’active’
- Amount and Growth - is the account starting at and growing at the rates you would like to model
- Timing - is the expense, income, contribution timed for how you would like to model it
Double-check your client's expenses for possible double-accounting. If your client is itemising expenses, verify that they do not include taxes, premiums on protection policies, and debt payments. These expenses are created automatically by the software.
For example, if they included a debt such as a mortgage in their fact find, the software will automatically create for this debt a “debt payment” expense, which can be found on the Expenses > Basics screen of the software. Future premium payments are also scheduled automatically when you manually enter protection policies into Voyant.
Taxes are calculated and charged annually by the software.
Check planned future contributions to savings, investments and pensions and set the timing of these contributions, if necessary. Also set any employer contributions to defined contribution pension schemes, if applicable.
If the plan includes properties that have related debts, such as mortgages, and incomes, such as rental income link these debts and incomes to the related property.
Use Voyant to enter items that are not importable. For example, check multi-benefit insurance plans and the DB pension scheme details.
Updating the plan at Review
Once linked, you can update the Voyant client plan at any time
Firstly, Update and Promote your plan in Voyant to change the Start date and archive last year's plan.
After making any changes in Plannr you can update your plan in Voyant to incorporate these changes. In Dashboard view click on Update in the + button bottom right and it will walk you through an update wizard.
Any questions contact support@planwithvoyant.co.uk