Advisers who use risk-based financial planning system Dynamic Planner can now value the Scottish Widows Platform after its latest integration.
Dynamic Planner said the integration with the Scottish Widows Platform enabled its users to onboard and value new clients and existing clients in preparation for their client review or cashflow planning, and "benefit from the new integration to seamlessly pull in the data at a time they want". It added that the integration would run alongside the existing Advance by Embark integration while Scottish Widows completes its migration of Advance clients to the Scottish Widows Platform, later this year. It explained that financial planning firms can use Scottish Widows' technology, powered ...
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