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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.

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