Openwork partners with Dynamic Planner to deliver client reporting tool

Five-year partnership

Hannah Godfrey
clock • 1 min read

Advice network Openwork has signed a five-year partnership with risk-based financial planning system, Dynamic Planner.

The partnership will see Dynamic Planner power the central client review process, delivering reports, linking to platforms and tailoring the work to Openwork's specific client segments. Central to the technology will be the Openwork Dynamic Planner system, containing the model portfolios of Omnis, the asset management firm operated by Openwork. Openwork said the partnership will improve consistency across its network and will provide greater insights on clients and their investment performance. It will also help ensure client investments continue to stay aligned to their changing need...

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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

IHT on pensions changes making 'vast' changes to advisers' working lives

IHT on pensions changes making 'vast' changes to advisers' working lives

Spending more time improving understanding of shifting framework

Isabel Baxter
clock 13 August 2025 • 4 min read
Retail investing overtakes pension funds as investment industry hits record £10trn AUM

Retail investing overtakes pension funds as investment industry hits record £10trn AUM

Investment Association finds

Patrick Brusnahan
clock 13 August 2025 • 1 min read
The advice business: PWM's Fiona Oliver on coaching-led leadership

The advice business: PWM's Fiona Oliver on coaching-led leadership

‘It’s not about asserting authority, it’s about helping others find their own path’

Jenna Brown
clock 13 August 2025 • 5 min read