Financial Planning software provider Dynamic Planner has announced a new CRM integration with Adviser Cloud.

Advisers using it will be able to transfer client records easily, efficiently and securely between the systems, the two companies said.

Data is passed with Adviser Cloud validating it all, removing the need for rekeying, leaving less room for manual errors and creating huge time advantages, they said.

Yasmina Siadatan, chief revenue officer at Dynamic Planner said: “This will be a game changer for anyone using Adviser Cloud and Dynamic Planner, providing a seamless user experience.

“The CRM integration will continue to transform the processes of Financial Planning firms and drive significant efficiencies. Integrations are fundamental for our clients and we are committed to our long-term strategy of continuously enhancing the flow of information to and from Dynamic Planner.”

Ewan Humphreys, tech lead at Adviser Cloud said: “The integration is designed to make Financial Planning simpler and more efficient. It allows advisers to deliver better client experiences while saving time and reducing operational costs.”

Adviser Cloud specialises in intuitive software for IFAs, designed to reduce costs and increase efficiency.

Dynamic Planner is a Financial Planning software firm. It is used by managers to risk profile or target more than £250bn of investments.

In 2022 private equity firm FPE Capital announced a deal to pump an undisclosed sum into the Financial Planning fintech to help accelerate growth.