Dynamic Planner, the financial planning system, has happy similarities with its Open API. Working with it is more time and cost-efficient, enabling your development teams to be nimbler, more agile and more innovative, improving the value of integrated systems for their users.
Dynamic Planner’s Open API is outward-looking, rather than blindly exposing its internals, reflecting how other systems view data in the wider financial technology ecosystem. In that spirit, it invites third parties to efficiently integrate with Dynamic Planner, however they wish, pinpointing, for instance, specific processes, to seamlessly and meaningfully push in and pull out data for the benefit of users.
The Open API speaks a common language third parties can more quickly translate into effective integrations, saving valuable development time and freeing teams to focus more on innovation and end user experience. Integrations with third parties, like Time4Advice and its CURO system, are already being built successfully, enabling investors’ personal information to be efficiently and safely shared.