News & Views

Dynamic Planner Strikes Deal With threesixty

Technology update for Financial Advisers and Paraplanners

12 Dec 2018

Dynamic Planner Strikes Deal With threesixty

The collaboration will allow threesixty clients who adopt Dynamic Planner to seamlessly access the threesixty approved suitability letters. In addition, where registered, they will also be able to select from threesixty approved funds list, alongside the whole of market investments advisers can select from in Dynamic Planner.

Read more

Email this article Print Share on Twitter Share on LinkedIn Share on Facebook Share on Google+

Login

Not yet registered?

Please complete this form to join our community

Name
Email
Company
Select your role:
Password
Confirm Password

Visit the Dynamic Planner sponsor area

Read more Dynamic Planner articles and find out more about their Tools & Resources here..

Categories

Technical

Join the Panacea community

Join the Panacea community for free and recieve news, guides, whitepapers, event information, special offers and more!