Manually inputting data does not feel like the best use of anyone’s time today – when those same team members could be completing more meaningful work for your firm.

Integration, or a lack of it, remains a leading technology challenge for advice businesses, with multiple systems typically criss-crossing their processes. The subsequent rekeying and resourcing of information is inefficient and can invite mistakes. Eliminating rekeying saves time, speeding up your firm’s processes.

Eliminate the need to rekey …

Dynamic Planner is integrated with the profession’s most popular back offices, platforms and providers, allowing your teams to efficiently collate a client’s information and latest valuations. Thereafter, all data in Dynamic Planner is integrated, automatically pulling through into another process like a client review.

With Dynamic Planner at the heart of your technology,  everything is simpler. Instead of logging onto multiple platforms to collate latest valuations, teams at your firm can logon to Dynamic Planner once and source everything there.

… with easy to configure integrations

Dynamic Planner’s valuations integrations have been refreshed, so the process for your firm is even easier and more intuitive. Advice firms have fed back that they like the latest screens’ look and feel.

Clear tiles for different integration partners are grouped between whose credentials your firm has ‘entered’ and whose credentials remain ‘not entered’. They also flag if a Unipass certificate applies.

Entering your firm’s platform or provider details is a one-time task. Simply click on the relevant tile and all required information is clearly displayed. For convenience, help desk details for integration partners are included.

We wanted a proven way to collate correct valuations on data feeds. From our due diligence, we found that Dynamic Planner had experience here. The valuation integration feeds in Dynamic Planner are very efficient. It’s excellent when you’re collating everything. Instead of logging onto four platforms, you log onto Dynamic Planner once. The process is better.
Howard Tingley
Tingley & Cooper Ltd

Where next?


Open API