Dynamic Planner boosts client report efficiency with latest integration

Advice firms enabled to ‘quickly and accurately’ provide information

Sahar Nazir
clock • 1 min read

Financial advisers who use Dynamic Planner are now able to streamline data and transfer client reports after its latest integration.

The risk based financial planning system's integration with CURO from Time4Advice allows advisers to move clients' data and reports between CURO and Dynamic Planner "efficiently and securely". Once in the single system, all client information and valuation data will automatically pull through to different processes, Dynamic Planner said. The firm said any room for error is removed and advice firms will be enabled to "quickly and accurately" provide clients with the information they need. Dynamic Planner chief revenue officer Yasmina Siadatan said: "Data security is fundamental to t...

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