Create an adviser split Run in API Explorer

POST /api/v1/adviser-split
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string
application/json

Body Required

  • name string Required

    The name of the adviser split

  • firm_percentage number Required

    The percentage held by the firm on a charge

  • adviser_percentage number Required

    The percentage held by the selling adviser on a charge

  • type string Required

    Valid types are 'plan' or 'adviser'. Whether or not this adviser split will be assigned directly to an adviser, or at a plan level to override the selling adviser's adviser split.

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • name string

      The name of the adviser split

    • firm_percentage integer

      The percentage held by the firm on a charge

    • adviser_percentage integer

      The percentage held by the selling adviser on a charge

    • type string

      Whether this adviser split is for an adviser or a plan charge
POST /api/v1/adviser-split 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/adviser-split' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Trainee Rate","firm_percentage":30.0,"adviser_percentage":70.0,"type":"plan"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Trainee Rate",
  "firm_percentage": 30.0,
  "adviser_percentage": 70.0,
  "type": "plan"
}
Response examples (201) 
{
  "name": "Trainee Rate",
  "type": "adviser",
  "uuid": "596d3e1f-1d17-4686-86e3-bec83ecef62f",
  "created_at": "2025-11-17T21:14:40+00:00",
  "updated_at": "2025-11-17T21:14:40+00:00",
  "firm_percentage": 30,
  "adviser_percentage": 30
}