Dynamic Planner integrates with Curo

The integration will enable advisers to move client data and reports between Curo and Dynamic Planner.

Dynamic Planner said the integration will remove room for error as well as making it easier for advisers to provide clients with the information they need.

Yasmina Siadata, 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.”

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Time4Advice said its integration of its Curo software with Dynamic Planner is one in the number planned with other Financial Planning technologies.

Back-office technology provider Time4Advice is owned by Integrafin, the parent company of adviser platform Transact.

Dynamic Planner is a Financial Planning software firm. It is used by managers to risk profile or target more than £250bn of investments.

Last year private equity firm FPE Capital announced a deal to pump an undisclosed sum into the Financial Planning fintech to help accelerate growth. 

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