Dynamic Planner has partnered with M&G Wealth to launch bulk valuation integration of funds and products.
The platform firm said the partnership will “speed up the advice process” for advisers selecting funds and other investment options via the M&G Wealth platform.
It avoids both the need to rekey and risk of miscalibration, and in line with Consumer Duty, provides the adviser with a more accurate, direct from provider data flow.
Dynamic Planner said it is committed to support advice firms with their fund integration ahead of the Consumer Duty which comes into force next month.
Sales & marketing director Yasmina Siadatan said: “We are committed to continually broadening and deepening our ecosystem of integrated partners for the benefit of all our clients and look forward to working with M&G Wealth and our mutual customers over the coming months and years.”
M&G Wealth Platform CEO Rich Denning added: “Consumer Duty is without doubt so important for our industry and we want to be at the forefront of adviser support in every aspect.
“This integration and our ongoing partnership with Dynamic Planner will help our mutual clients clearly identify and deliver value to their customers whilst assisting them in achieving the outcomes they require.”
Dynamic Planner, which was founded in 2003, enables financial planning and advice firms to match people with suitable portfolios through engaging financial planning.
It is a risk-based financial planning system – combining intuitive financial planning technology with a trusted asset risk model.
Dynamic Planner, an independent asset risk model, with a 15-year track record of ensuring investment suitability, usess more than 2,400 covariance correlations to assess the risk of tens of thousands of investments and client portfolios daily.
