Dynamic Planner strikes bespoke deal with threesixty
2 December 2018
Dynamic Planner, is to offer the 900 clients of compliance support provider threesixty services a bespoke version of Dynamic Planner.
The collaboration will allow threesixty clients who adopt Dynamic Planner to seamlessly access the threesixty approved suitability letters. In addition, where registered, they will also be able to select from threesixty approved funds list, alongside the whole of market investments advisers can select from in Dynamic Planner.
Dynamic Planner CEO Ben Goss said the announcement formalised the “joint commitment” of the two firms “to ensure investment suitability and enable firms to provide suitable investments to all.
“I look forward to working closely with threesixty, and their clients to provide the very latest in compliance services and technology to drive efficiencies, ensure suitability, and ultimately to add value to the adviser-client relationship.”
threesixty Managing Director Russell Facer added: “When looking to help our clients achieve a prosperous long-term future, we are always seeking solutions that are right for them. We don’t believe that one size fits all and linking with Dynamic Planner is a positive step in extending the options available to them. Ben and the team have exciting plans ahead and we are pleased to be working with them more closely.
“Technology that helps to improve efficiencies in the advice process, whilst reducing risk should be part of any firm’s DNA. Having risk management as part of their day-to-day practices, allows our advisers to focus on delivering services to their clients.”
ATEB Consulting’s Steve Bailey examines why and how Paraplanners should consider a workplace pension in a pension transfer recommendation. Firms involved with...
Fund data and technology company FE fundinfo has acquired cashflow planning provider CashCalc, adding the cashflow planning capability to its suite...
The majority of paraplanners (58%) find suitability report writing software a useful tool but only if used in tandem...