News in brief: Dynamic Planner & Novia, Prudential, Gravis and Legg Mason fund launches
3 October 2019
Dynamic Planner integrates with Novia platform Dynamic Planner has integrated with Novia for valuations, bringing the number of integrations the brand has to 22 platforms and providers. Dynamic Planner said the integration with Novia will support advice firms by: Enabling advisers to quickly value a client’s holdings: ISA’s, GIA’s, offshore bonds and SIPP’s are...