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
✓
|