Dynamic Planner now includes Scottish Widows Platform 

Comes ahead of the closure of Advance by Embark Platform

Jenna Brown
clock • 1 min read

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 ...

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.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Scottish Widows speeds up client experience with platform upgrade

Scottish Widows speeds up client experience with platform upgrade

Adviser platform upgrade allows advisers to use real-time data

Sahar Nazir
clock 14 September 2023 • 1 min read
How advisers can use higher interest rates to offset platform charges

How advisers can use higher interest rates to offset platform charges

Reducing 'fee drag' on client's portfolio performance

James Priday
clock 18 August 2023 • 3 min read
Aviva chief executive of UK and Ireland life Doug Brown

Aviva platform net flow 51% drop 'in line' with competitors

Whole retail market ‘continues to be challenged’ by economic conditions

Jenna Brown
clock 16 August 2023 • 2 min read