A two-way integration between Dynamic Planner and the financial institution which allows advisers to submit transact recommendations made within Dynamic Planner onto their chosen platform – without the need to rekey any data. Platform application processes are seamlessly pre-populated to minimise the time, effort and errors associated with manually rekeying transactions. WealthConnect can facilitate:
Account opening and new client set-up
Quotes and illustrations
New business applications (new money, transfer, switch and top up)
Automated daily valuations