AJ Bell Investcentre has announced the integration of Dynamic Planner to “more seamlessly” deliver bulk client valuations from AJ Bell directly into the software platform.
The integration, which went live on 10 October, is fully compatible with Dynamic Planner’s digital mobile app Tram.
AJ Bell said the move will save time for advisers and lead to better outcomes for clients and is part of the firm’s continued investment in its advised business to reduce the administrative burden for advisers.
Mark Rendle, advised product director at AJ Bell, said: “The integration of Dynamic Planner’s bulk client valuation capabilities will further enhance our advised proposition by making previously long-winded manual tasks possible at the touch of a button.
“This partnership with Dynamic Planner once again demonstrates our commitment to ensure advisers have access to the tools and services they need to plan for clients efficiently.”
Rendle added that the integration of technology will improve the way advisers can help clients navigate an increasingly uncertain regulatory environment and is something that the firm “will continue to build upon to ensure the best possible customer outcomes now and in future.”
Rowan Whittington, product director at Dynamic Planner, added: “We’re focused on giving firms the most seamless way to serve clients and expanding our ecosystem is central to that. This new partnership with AJ Bell adds another high-quality valuation feed so advisers have instant visibility of holdings and AJ Bell clients on our Tram app will see those updates every day.
“Integrations like this are a fundamental part of our long-term strategy to continuously enhance the flow of information to and from Dynamic Planner as the system of record. We look forward to working closely with AJ Bell to deliver the best service possible for their clients.”
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