The firm has agreed three separate partnerships with back office software provider Intelliflo via its Intelligent Office system, pensions provider Royal London and VitalityInvest to deliver full integration in combination with Dynamic Planner.
Dynamic Planner says that, as a result of the deals, advisers will enjoy “key benefits” including:
• The ability to quickly and accurately review a client’s current portfolio without carrying out previously painstaking work;
• Increase efficiencies in advisers’ busy working processes;
• More streamlined way of working.
Ben Goss, CEO, Dynamic Planner, said: “These partnerships and integrations have been a long time in selection and planning, and to see them come to fruition is an exciting development for Dynamic Planner, and for our industry.
“Each integration offers time saving and improved accuracy.
“The bottom line from our perspective is we strive to make our advisers and their firms as efficient as possible.
“The integration with Royal London and VitalityInvest will enable advisers to do all of their work in one place and streamline their efforts.
“With Intelligent Office, there is no other financial planning service which can take as much data out of Intelligent Office and put it back into it.
“We’re proud and excited that this is the most comprehensive integration in this space.
“With rising pressures on UK advice firms to improve business processes we will continue to partner with organisations that help us deliver a better experience for our clients.”
Intelliflo’s executive chairman Nick Eatock said: “This integration highlights how software companies in the UK have grown up.
“This is not about competition, it is about collaboration.”
David Law, 3rd party integrations manager, Royal London, said: “By having valuation links in place within Dynamic Planner it will allow our advisers to access the Royal London proposition as part of a seamless financial planning process, further emphasising the commitment of both companies to our customers.”
Justin Taurog, VitalityInvest deputy CEO, said: “We want advisers to be able to provide the best possible service for their clients.
“This collaboration with Dynamic Planner builds on our existing partnership and means it’ll be even easier for advisers to do business with VitalityInvest and access the range of solutions we offer.”
The new Dynamic Planner – Intelligent Office integration is live, fully tested, and available now in the iO Store.