Dynamic Planner unveils trio of partnerships with providers

Intelligent Office, Royal London and VitalityInvest

clock • 1 min read

Dynamic Planner has agreed separate partnerships with Intelliflo via its Intelligent Office system, Royal London and VitalityInvest to deliver full integration in combination with its offering.

According to the digital risk-profiling and asset allocation investment service, the integrations set out to streamline and increase efficiencies in advisers' working practices as well as allowing the ability quickly and accurately to review client portfolios without carrying out "previously painstaking work".  "The bottom line from our perspective is we strive to make our advisers and their firms as efficient as possible so each integration offers time saving and improved accuracy," said Dynamic Planner CEO Ben Goss (pictured). "The integrations with Royal London and VitalityInvest will...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes



Already a Professional Adviser member?


More on Ratings, Research & Risk

Dynamic Planner named the most used risk profiling tool by advisers

Dynamic Planner named the most used risk profiling tool by advisers

A fifth of advisers use tools provided by platforms

Isabel Baxter
clock 09 January 2024 • 1 min read
Clients demand customisation in investment reporting

Clients demand customisation in investment reporting

Clients increasingly requesting the ability to customise how they view their reporting

Sahar Nazir
clock 27 April 2023 • 1 min read

Salman Ansari: Explaining the Cortex vs Limbic fight

Communicating risk

Salman Ansari
clock 13 November 2019 • 4 min read