Planit:Back Office Integration

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

In this topic you will Learn... How can I upload my client information and accounts from a back office system into PlanPlus Planit? • Time saving feature • Corporate instructions • Dataphile, 910/Univeris, Creosus, RPM, Pershing Keep on Track! Continue training on... Getting Started Home Screen Why You Should Use Planit Administration Other Related Topics Navigation and Orientation Client Search Add Client

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Integration with a back office will help simplify your life by allowing you to make an automated import of your clients, accounts, product data and much more. This integration feature will be a huge time saver for you in creating client financial planning reports.

Within Planit we have several integration options available to you, to read more on how to perform an upload of your client data please click the link below for the type of upload you are trying to perform.

Importing Clients Through a Corporation Deployment

Data Integration For Corporate Clients

Dataphile Export

Upload Dataphile Export

910/Univeris

Upload 910

Croesus Import

Croesus Import

RPM

Upload RPM

Pershing Integration

Pershing Integration