The risk profiling business has joined forces with pensions specialist Royal London, VitalityInvest and back office software provider Intelliflo through its Intelligent Office (iO) system.
Through its partnership with Intelliflo, the Dynamic Planner – Intelligent Office integration is now available on the iO Store.
It will enable the 1,900+ UK financial advice firms, currently using Dynamic Planner, to “save time and increase efficiencies in their busy working processes”.
Integrations with Royal London and VitalityInvest will focus on making advice professionals’ lives easier and more streamlined – “by doing all their work in one place”.
Ben Goss, chief executive of 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.
“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.”
Both VitalityInvest and Royal London said that the partnership will make it easier for advisers to do business with their respective firms.
Dynamic Planner said advisers will enjoy benefits as a result of the integrations 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; and
- More streamlined way of working.