Dynamic Planner has announced a CRM integration with Adviser Cloud to make it easier for advisers to transfer client data.
Yasmina Siadatan, chief revenue officer at Dynamic Planner said: “This will be a game changer for anyone using Adviser Cloud and Dynamic Planner, providing a seamless user experience.
“Integrations are fundamental for our clients and we are committed to our long-term strategy of continuously enhancing the flow of information to and from Dynamic Planner as the system of record."
The integration will remove the need to rekey information which should mean less room for error.
Ewan Humphreys, tech lead at Adviser Cloud said the partnership should make things easier for advisers.
Humphreys added: "Adviser Cloud has always focused on providing intuitive, user-friendly software for financial advisers, and this integration continues that mission by eliminating data rekeying and enhancing workflows.
"This partnership enables advisers to deliver even better client experiences while saving time and reducing operational costs.”
tara.o'connor@ft.com
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