Openwork partners with Dynamic Planner to deliver client reporting tool

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 needs and attitudes to risk.

Openwork wealth and platform director Mike Morrow said the two firms had been working closely together over the last year to develop a fully integrated client reporting tool.

"High quality client reporting is such an important touch point for all of our advisers and their clients that we wanted to make sure we improve client outcomes by giving them reporting that really informs the position against mutually agreed objectives," he added.

Dynamic Planner CEO Ben Goss said:  "Having invested over £5m on our system this year, we welcome Openwork member access to our improved technology over the next five years.

"We very much look forward to working with Openwork to help drive repeatable, consistent and quality processes for all their members".

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