AJ Bell integrates with Dynamic Planner

AJ Bell has announced the successful integration of digital advice software platform, Dynamic Planner.

The integration, which went live on 10 October, will more seamlessly deliver bulk client valuations from AJ Bell directly into Dynamic Planner.

AJ Bell confirmed the move will be fully compatible with Dynamic Planner’s digital mobile app, Tram, powering the data and information that is delivered to advisers and their clients, ultimately resulting in more time saved for advisers and better outcomes for clients.

The investment platform described its partnership with Dynamic Planner as “evidence of continued investment in its advised business”, to alleviate the administrative burden for advisers using its platform.

AJ Bell advised product director, Mark Rendle, said: “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.

“Amid an increasingly uncertain regulatory environment, particularly with the proposed inclusion of pensions in IHT, financial advice has never been more important. The integration of technology improves the way advisers can help clients navigate that environment and is something that we will continue to build upon to ensure the best possible customer outcomes now and in future.”

Product director at Dynamic Planner, Rowan Whittington, 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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