Widows' platform links with Dynamic Planner and Voyant
The Scottish Widows Platform has added integration with two Financial Planning software providers: fintech Dynamic Planner and cashflow modelling software firm Voyant.
The platform is now live for valuations on risk-based Financial Planning system Dynamic Planner as well as providing access to the financial modelling software Voyant.
The Dynamic Planner integration will allow users to onboard and value new clients and existing clients ahead of the closure of Advance by Embark Platform.
It will run alongside Advance by Embark while Scottish Widows completes its migration of Advance clients to the Scottish Widows Platform later this year.
The integration will mean Financial Planning firms will be able to use Scottish Widows’ technology to access more than a 10ndred fund managers, thousands of mutual funds, UK listed equities and exchange traded assets.
Voyant Financial Planning software is used by over 4,000 firms and 9,000 advisers and is available immediately through the Scottish Widows Platform for those who currently use Voyant.
Ross Easton, head of platform proposition, Scottish Widows, said: “A key pillar of our proposition is to continuously evolve the platform to ensure advisers and Paraplanners have access to the best tech.
“We’re continuing to explore ways to expand the range of connections adviser teams have as part of our ongoing development.”
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