Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice.

The Scottish Widows Platform has added integration with two Financial Planning software providers: fintech Dynamic Planner and cashflow modelling software firm Voyant.

Financial Planning fintech Dynamic Planner has launched a financial wellbeing questionnaire enabling advisers to identify client vulnerability characteristics in compliance with the forthcoming Consumer Duty.

Financial Planning fintech Dynamic Planner has boosted its range of Consumer Duty support to help advice firms take control of implementation.