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...

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