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...
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