Plannr, the operating system for financial advice businesses, has launched a two-way integration with AI-powered digital advice platform, Dynamic Planner.
The integration is live now for all Plannr users and is the first step in a long-term agreement between the two companies, with further integrations planned over the coming months.
Advisers and paraplanners can now move client data between Plannr and Dynamic Planner automatically. Client details held in Plannr flow straight into Dynamic Planner, and risk results from Dynamic Planner flow back into Plannr. The result is a single, up-to-date client record, with no logging into multiple systems and no re-keying of data.
Plannr already integrates with over 60 platforms, providers and software partners across the advice industry.
Gareth Thompson, chief technical architect at Plannr, said: “Integrating with Dynamic Planner has been on our wishlist for a long time, so we’re thrilled it’s now live for all our users. Plannr’s mission is to give advisers and their teams one place to work from the moment they log in each morning, with client data flowing freely between their tools and no need to rekey anything. This integration delivers exactly that, and the Dynamic Planner team have been brilliant to work with.
“Making the data flow both ways matters. Advisers shouldn’t have to wonder which system holds the latest version of a client’s details. With this integration, the work done in Dynamic Planner comes straight back into the client record in Plannr, where the rest of the firm can see it and act on it.”
Rowan Whittington, chief product officer at Dynamic Planner, commented: “We are proud to connect with all of the UK’s major platforms, product providers, back office and CRM systems, and are delighted to now have Plannr on board as well. Firms using our integrations report significant productivity gains, with 80% of reviews completed in under 30 minutes and suitability reports generated in as little as 4 minutes. We look to continuously expanding our integration and open API ecosystem to even further enhance this.
“Plannr and Dynamic Planner customers and their clients will now benefit from all of the fantastic advantages that a joint up advice process brings – the ability to unlock capacity, eliminate manual work and deliver seamless client experiences and accurate data flow to drive better financial outcomes for clients.”
