Dynamic Planner links up with Adviser Cloud

Partnership intended to improve client data transfer for financial advisers

Sahar Nazir
clock • 1 min read

Dynamic Planner has unveiled a new CRM integration with Adviser Cloud.

This tie-up is intended to allow financial advisers to securely and efficiently move client records without the need for manual re-entry, reducing the chance of errors and saving time. Dynamic Planner chief revenue officer Yasmina Siadatan said: "The Dynamic Planner ecosystem is continuously expanding and today we are pleased to announce another two-way integration, this time with Adviser Cloud. This will be a game changer for anyone using Adviser Cloud and Dynamic Planner, providing a seamless user experience. "As the latest in our growing suite of strategic partners, this new CRM in...

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 Your profession

Tatton Core Balanced tops ten most recommended platform MPS by value

Tatton Core Balanced tops ten most recommended platform MPS by value

According to Defaqto Engage

Sahar Nazir
clock 17 July 2025 • 3 min read
Government's FOS reforms 'a mixed bag'

Government's FOS reforms 'a mixed bag'

Some changes appear to be ‘lacking in any substance,’ commentators say

Isabel Baxter
clock 16 July 2025 • 4 min read
PA360 North: First speakers revealed!

PA360 North: First speakers revealed!

Event returns to Warrington later this year

Professional Adviser
clock 16 July 2025 • 1 min read