AJ Bell Investcentre links up with Dynamic Planner

AJ Bell Investcentre, AJ Bell’s adviser arm, has launched an integration conduit with Financial Planning software provider Dynamic Planner.

The integration will enable bulk client valuations to be transferred from AJ Bell into Dynamic Planner’s system.

The integration is compatible with Dynamic Planner’s digital mobile app, Tram, which provides data and information to advisers and their clients with the aim of saving admin time.

Mark Rendle, AJ Bell advised product director, said the integration of Dynamic Planner’s bulk client valuation capabilities will enhance its advised proposition by making long-winded manual tasks possible, “at the touch of a button.”

He added: “Amid an increasingly uncertain regulatory environment, particularly with the proposed inclusion of pensions in IHT, financial advice has never been more important.

“The integration of technology improves the way advisers can help clients navigate that environment and is something that we will continue to build upon to ensure the best possible customer outcomes now and in future.”

Rowan Whittington, product director at Dynamic Planner, said: “We’re focused on giving firms the most seamless way to serve clients and expanding our ecosystem is central to that.

“This new partnership with AJ Bell adds another high-quality valuation feed so advisers have instant visibility of holdings and AJ Bell clients on our Tram app will see those updates every day.”