Dynamic Planner has partnered with CURO from Time4Advice to integrate advisers’ data.
The risk-based financial planning system said the integration will enable advisers to move clients’ data and reports between CURO and Dynamic Planner “efficiently and securely.” Once in Dynamic Planner’s single system, all client information and valuation data will automatically pull through to different processes, removing room for error.
Yasmina Siadatan, chief revenue officer at Dynamic Planner, said data, security and MI are fundamental to the growth of its financial planning partner firms.
“We are delighted to announce our two way integration with CURO, the latest in our growing suite of strategic integration partners, consisting of the major back offices and platform providers. We know we help transform efficiencies of partner firms and look forward to driving further integrations as build our the Dynamic Planner ecosystem.”
Roland Rawicz-Szczerbo, founding director of Time4Advice, commented: “For too long, the disconnected nature of the legacy technologies in common use has frustrated the potential of our industry, creating an advice service that is limited in reach, neglecting the vast majority of people that need but cannot afford quality financial advice.”
Rawicz-Szczerbo said the integration is the first step in the delivery of a fully integrated ecosystem for advisers.
“We are all about challenging the inefficiencies manifest in today’s outdated technologies and look forward to working with Dynamic Planner and our other strategy technology partners to drive change in an industry that desperately needs it,” he added.
