Digital advice platform Dynamic Planner has announced a new CRM integration with Adviser Cloud.
Advisers using the new integration can now seamlessly transfer client records more efficiently and securely between Dynamic Planner and Adviser Cloud.
Data will be passed between the two systems, with Adviser Cloud validating all data which will remove the need for rekeying information.
Chief revenue officer at Dynamic Planner, Yasmina Siadatan, said that the new partnership will be a “game changer” for anyone using Adviser Cloud and Dynamic Planner, providing a seamless user experience.
“As the latest in our growing suite of strategic partners, this new CRM integration with Adviser Cloud will continue to transform the processes of financial planning firms and drive significant efficiencies,” Siadatan commented.
“Integrations are fundamental for our clients and we are committed to our long-term strategy of continuously enhancing the flow of information to and from Dynamic Planner as the system of record.”
Tech lead at Adviser Cloud, Ewan Humphreys, added: “Our integration with Dynamic Planner is designed to make financial planning simpler and more efficient. Adviser Cloud has always focused on providing intuitive, user-friendly software for financial advisers, and this integration continues that mission by eliminating data rekeying and enhancing workflows.
“This partnership enables advisers to deliver even better client experiences while saving time and reducing operational costs.”
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