Track portfolio valuations and suitability

Providing accurate, up-to-date portfolio valuations data across client holdings is a cornerstone of any high quality financial planning review service. Dynamic Planner reduces the cost and risk of doing this while helping you deliver a highly professional planning service.

    • Contract enquiry valuations from more than 25 investment platforms and providers. Best connected financial planning service in the country
    • Daily, automatic portfolio aggregation. No need for manual updates
    • Secure bulk upload of client data. Dynamic Planner will automatically match these with the provider
    • Product matching wizard. Cleanses your data as you go. Automatically suggests which product from the provider’s library should be valued.
    • Whole of market asset allocation feed (200,000+ investments) plus detailed breakdowns for over 1,000 multi asset funds to ensure their accuracy.
    • Portfolio view at top level or drill down by product and fund
    • Asset allocation tracked against target allocation and risk profile.
    • Client view available though your secure, branded customer apps

 

Intergration Valuations Partners

Organisation Partner company number Account opening Quotes Applications Valuations Origo partner
Organisation
Partner company number
SC144517
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
07630847
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
2403746
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
2403746
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
01583393
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
973271
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
973271
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
3965289
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
3965289
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
1610781
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
4068398
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
05629686
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
06711725
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
OC322243
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
SC212640
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
199549
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
SC286832
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
01128611
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
3727592
Account opening
Quotes
Applications
Valuations
Origo partner
Organisation
Partner company number
02395416
Account opening
Quotes
Applications
Valuations
Origo partner