Plannr has launched a two-way integration with Dynamic Planner in the first step in a long-term agreement between the two companies.
With the integration, advisers and paraplanners can now move client data between Plannr and Dynamic Planner automatically. The firms set out that client details held in Plannr should flow straight into Dynamic Planner, and risk results from Dynamic Planner flow back into Plannr. Plannr chief technical architect Gareth Thompson said: "Integrating with Dynamic Planner has been on our wishlist for a long time, so we're thrilled it's now live for all our users. "Plannr's mission is to give advisers and their teams one place to work from the moment they log in each morning, with client ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
