Financial planning system Dynamic Planner has integrated with CURO from Time4Advice.
Advisers using the integration will be able to move clients’ data and reports between CURO and Dynamic Planner securely.
Once in Dynamic Planner’s single system all client information and valuation data will automatically pull through to different processes.
The financial planner has said this will remove room for error and advice firms will be enabled to quickly and accurately provide clients with the information they need, when they need it.
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Yasmina Siadatan chief revenue officer at Dynamic Planner, said: “Data, data security and MI are fundamental to the growth of our financial planning partner firms which is why we are committed to our long-term strategy of continuously improving the flow of information to and from Dynamic Planner.
“Today we are delighted to announce our two way integration with CURO, the latest in our growing suite of strategic integration partners, consisting of the major back offices and platform providers. We know we help transform efficiencies of partner firms and look forward to driving further integrations as we build out the Dynamic Planner ecosystem.”
Roland Rawicz-Szczerbo founding director of Time4Advice, added : “For too long the disconnected nature of the legacy technologies in common use has frustrated the potential of our industry, creating an advice service that is limited in reach, neglecting the vast majority of people that need, but cannot afford, quality financial advice. Leveraging modern, enterprise grade technology, Time4Advice’s integration of CURO with Dynamic Planner is the first step in the delivery of a fully integrated ecosystem for financial advisers.
“We are all about challenging the inefficiencies manifest in today’s outdated technologies and look forward to working with Dynamic Planner and our other strategic technology partners to drive change in an industry that desperately needs it.”
