Openwork partners with Dynamic Planner to deliver client reporting tool

Five-year partnership

Hannah Godfrey
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Openwork partners with Dynamic Planner to deliver client reporting tool

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...

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