05 December 2019
•
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...
To continue reading this article...
Join Professional Adviser
- 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.
- Tap into our community intellignece through our regular Pro Adviser poll.
- Be the first to hear about our events and awards programmes.
