AJ Bell Investcentre has completed a tie-up with Dynamic Planner in a bid to alleviate the administrative burden for advisers using its platform.
The integration, which went live on 10 October, will help to deliver better bulk client valuations from AJ Bell directly into Dynamic Planner, the provider explained. It said it was fully compatible with Dynamic Planner's digital mobile app, Tram, "powering the data and information that is delivered straight to advisers and their clients, ultimately resulting in more time saved for advisers and better outcomes for clients". AJ Bell adviser product director Mark Rendle said: "The integration of Dynamic Planner's bulk client valuation capabilities will further enhance our award-winning ...
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