Features Adoption Resources Events About Call: 0333 6000 500 Login Request Demo A two-way integration between Dynamic Planner and the financial institution which allows advisers to submit transact recommendations made within Dynamic Planner onto their chosen platform – without the need to rekey any data. Platform application processes are seamlessly pre-populated to minimise the time, effort and errors associated with manually rekeying transactions. WealthConnect can facilitate: Account opening and new client set-up Quotes and illustrations New business applications (new money, transfer, switch and top up) Automated daily valuations Dynamic Planner can provide a range of off-the-shelf digital financial planning tools and API solutions that institutions can use within their adviser or customer-facing propositions. These include solutions for: Risk profiling Retirement income optimisation Investment forecasting Digital advice for stocks and shares ISA “When we, as a firm, risk profile new clients – and regardless of where they sit on the scale, be it a 3, 4, 5 or 6 – we know that the investment we are recommending has been carefully mapped by Dynamic Planner.” Tom Orchard Annetts and Orchard “Dynamic Planner plays an integral part in our first meeting with clients, the iPad app is great and we typically use that with a client interactively” Lee Waters Barwells Wealth Want to see what Dynamic Planner can do for you? Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner. Request Demo Legal Terms and Conditions Privacy Policy Cookies Coronavirus Statement Help Support Careers Contact us Subscribe to our Newsletter Subscribe to our Blog Additional Services Asset Management Financial Institutions International Advisers © 2021 Dynamic Planner. Distribution Technology, C/O Moorcrofts LLP, Thames House, Mere Park, Dedmere Road, Marlow, Buckinghamshire, SL7 1PB. Company Number 04741529. All Rights Reserved.