Why integrate your product or platform?
Here are just three reasons to integrate with Dynamic Planner
- The need to ensure ongoing suitability is paramount for financial planners but the cost of aggregating portfolio valuations and associated reporting is typically too high
- Many thousands of financial planners use Dynamic Planner to review their clients’ portfolios on an ongoing basis, so the easier you make it for them, the more it encourages them to keep and grow their clients’ assets with you
- Dynamic Planner is the best connected financial planning service in the market, aggregating investment positions nightly from a wide and growing range of platforms and providers