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 for free

  • 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

Hargreaves Lansdown and Moneyfarm top the tables in D2C platform market

Hargreaves Lansdown and Moneyfarm top the tables in D2C platform market

Industry assets grew by £2.7bn

Isabel Baxter
clock 12 May 2025 • 2 min read
AJ Bell platform hits record AUM as inflows rise 19%

AJ Bell platform hits record AUM as inflows rise 19%

13% rise over the past year and a 1% increase in the quarter

Linus Uhlig
clock 24 April 2025 • 2 min read
Wealthtime signs ten-year deal with Wipro to overhaul platform

Wealthtime signs ten-year deal with Wipro to overhaul platform

The firm will use Wipro's artificial intelligence

Sahar Nazir
clock 01 April 2025 • 2 min read