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AXA Wealth Elevate integrates Dynamic Planner’s WealthConnect™

AXA Wealth Elevate has integrated Dynamic Planner’s WealthConnect™ multiple product application process onto the platform, enabling an adviser to make transactions for multiple product wrappers with a single entry.

WealthConnect™ allows an adviser to recommend and apply for a new ISA, pension and General Investment Account simultaneously, eliminating the need to re-key information, thereby reducing the amount of time spent on the platform.

In addition, the new integration enables Elevate and Dynamic Planner users to pre-populate information for pension illustrations, top-ups and applications for additional product wrappers for existing Elevate customers so that transactions are completed quickly, easily and securely. Along with an automated valuation feed, account details and documents are also then shared between both Elevate and Dynamic Planner to facilitate ongoing financial planning.

Distribution Technology (DT) said that over 3,000 advisers regularly use Dynamic Planner to profile, plan and manage their wealth clients and on a busy day it will support the creation of over 1,000 pieces of wealth advice. DT’s clients could save around 200 hours a year by using Dynamic Planner WealthConnect™ as a single, joined up system to plan, transact and manage their wealth clients.

David Thompson, managing director, AXA Wealth Elevate, said the work done by AXA Wealth and Distribution Technology would enable deeper practice management integration, saving advisers time and reducing operational overheads.

Ben Goss, CEO of Distribution Technology, added: “Dynamic Planner’s multi-product WealthConnect™ integration with Elevate ensures that ‘what gets planned gets placed’ on the platform, dramatically reducing the cost and risk of servicing clients. We believe that the significant investment made by both AXA Wealth and DT will enable a step change in efficiency for advisers and firms at a time when maximising productivity is absolutely critical.”

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