Scottish Widows Platform now live in Dynamic Planner

by | Sep 19, 2023

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The Scottish Widows Platform is now live for valuations in Dynamic Planner, the UK’s leading risk based financial planning system.

This new integration with the Scottish Widows Platform enables Dynamic Planner users to onboard and value new clients and existing clients in preparation for their client review or cashflow planning, and benefit from the new integration to seamlessly pull in the data at a time they want.

The integration will run alongside the existing Advance by Embark integration while Scottish Widows completes its migration of Advance clients to the Scottish Widows Platform, later this year.

 
 

Financial planning firms can now use Scottish Widows’ technology, powered by FNZ, and backed by Lloyds Banking Group, to access over a hundred fund managers, thousands of mutual funds, UK listed equities and Exchange Traded Assets within Dynamic Planner’s one system.

Chris Jones, Proposition Director at Dynamic Planner said: “The Scottish Widows Platform is now live for valuations in Dynamic Planner, and financial planners can begin to onboard and value clients ahead of Advance by Embark Platform closing. For a limited period of time, both integrations can be used. This is yet another example of our commitment to ensuring our users can support their clients throughout and deliver increasing value more efficiently.”

Ross Easton, Head of Platform Propositions at Embark Group said: “We’re pleased to have seamlessly integrated Dynamic Planner with the Scottish Widows Platform. This delivers against our aim to be the most connected platform in the market, Scottish Widows Platform now has bulk valuation coverage with the significant majority of UK CRMs.”

 
 

This latest integration is the continuation of Dynamic Planner’s commitment to solving industry wide inefficiencies, a strategy at the heart of the firm’s vision. 

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