Below is a summary of the fields that are currently integrated, showing the equivalent Plannr field mapping as well as any 'translation' of Plannr data that’s performed.
Private Client
| Genovo Field | Plannr Data |
|---|---|
| Title | Title |
| First name | First Name |
| Last name | Last Name |
| Salutation | First Name |
| Date of birth | Date of Birth |
| Marital status | Marital Status |
| Financial dependants | Aggregated total number of client's dependants that are financially dependant. |
| Up to date will? | Is your will up to date and accurate? |
| Occupation | Occupation for current employment. |
| Employment status | Employment status of current occupation. |
| Monthly gross income | Aggregated total of client’s gross incomes, presented as a monthly amount. Joint incomes are split 50:50. |
| Monthly net income | Aggregated total of client’s net incomes, presented as a monthly amount. Joint incomes are split 50:50. |
| Monthly expenditure | Aggregated total of client’s expenditures, presented as a monthly amount. Joint expenditures are split 50:50. |
| Desired retirement age | Desired retirement age |
| UK tax resident? | Is UK resident? |
| Ordinary residence | Country of residence |
| UK domiciled? | Is UK domiciled? |
| Smoker? | Smoker status |
| State of health? | How would you consider your current health? |
| Vulnerable client? | Is vulnerable? |
| Power of attorney granted? | Do you have a Power Of Attorney (POA)? |
| Address 1 | Address 1 |
| Address 2 | Address 2 |
| Address 3 | Address 3 |
| Address 4 | Address 4 |
| City | City |
| County | County |
| Postcode | Postcode |
The integration will pull through the client's primary address.
Corporate Client
| Genovo Field | Plannr Data |
|---|---|
| Company Name | Corporate Name |
| Report recipient | Write to Whom |
| Address 1 | Address 1 |
| Address 2 | Address 2 |
| Address 3 | Address 3 |
| Address 4 | Address 4 |
| City | City |
| County | County |
| Postcode | Postcode |
Trust Client
| Genovo Field | Plannr Data |
|---|---|
| Trust Name | Trust Name |
| Report recipient | Write to Whom |
| Address 1 | Address 1 |
| Address 2 | Address 2 |
| Address 3 | Address 3 |
| Address 4 | Address 4 |
| City | City |
| County | County |
| Postcode | Postcode |
The integration will pull through the client's primary address.
Those fields within the Genovo app that are currently available via the Plannr API are clearly marked up with a green border so they are easily identified.