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 enable advisers to do all of their work in one place and streamline their efforts.
"With Intelligent Office, there is no other financial planning service that can take as much data out of Intelligent Office and put it back into it. We are excited that this is the most comprehensive integration in this space. With rising pressures on UK advice firms to improve business processes, we will continue to partner with organisations that help us deliver a better experience for our clients."
'Live and fully-tested'
Goss said the Intelligent Office integration was live, fully-tested and now available in the Intelligent Office Store. "It will enable the 1,900-plus UK financial advice firms currently using Dynamic Planner, to save time and increase efficiencies in their busy working processes," he added. "The integration with Intelligent Office has been 12 careful months in the planning and building."
Goss went on to explain the Royal London and VitalityInvest integrations focused on making "advice professionals' lives easier and more streamlined, by doing all their work in one place". Dynamic Planner user, Chartered financial planner Serena van der Meulen commented: "They are very useful and pull through client valuations as well as fund breakdowns. Long gone are the days of searching for ISIN codes to work out unit prices."
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