Financial Planning software provider Dynamic Planner has teamed up with online business management system Salesforce, the AI CRM.

The agreement has seen Dynamic Planner launch on the Salesforce AppExchange.

The firms said the collaboration will allow companies using Salesforce to underpin their Financial Planning process with Dynamic Planner.

Benefits include an enhanced and engaging digital Financial Planning experience allowing firms to scale their businesses, drive conversion and evidence suitability within a single system, reducing the risk of mis-calibration and unsuitable investment recommendations.

Yasmina Siadatan, chief revenue officer at Dynamic Planner, said: “We are the first UK-based wealth planning partner for Salesforce.  Working with them and supporting firms that have Salesforce as part of their core infrastructure is a natural step which will be much welcomed.”

She said the collaboration will provide Financial Planning and wealth management firms who use Salesforce with the ability to underpin their entire financial planning process with Dynamic Planner. She said: “It will boost productivity gains and efficiencies.”

Ms Siadatan said the latest integration is the continuation of Dynamic Planner’s commitment to solving industry-wide inefficiencies, a strategy at the heart of the firm’s vision.

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. 

Last month Dynamic Planner announced a new CRM integration with Adviser Cloud. It said the tie-up meant advisers using it will be able to transfer client records easily, efficiently and securely between the systems.