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February 20, 2014updated 04 Apr 2017 2:29pm

AXA Wealth Elevate first to integrate to Dynamic Planner for multiple transactions

AXA Wealth Elevate has partnered with Distribution Technology's (DT) Dynamic Planner as part of its commitment to make the platform as efficient and productive as possible for advisers, leaving them time for more direct client contact.

By Verdict Staff

AXA Wealth Elevate has partnered with Distribution Technology’s (DT) Dynamic Planner as part of its commitment to make the platform as efficient and productive as possible for advisers, leaving them time for more direct client contact.

AXA Wealth Elevate is the first platform to use Dynamic Planner’s WealthConnect multiple product application process which allows an adviser to make transactions for multiple product wrappers in just one move, It allows an adviser to recommend and apply for a new ISA, pension and General Investment Account simultaneously; eliminating the need to re-key information and therefore reducing the amount of time spent on the platform.

Additionally, the new partnership 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.

David Thompson, managing director, AXA Wealth Elevate, said: "AXA Wealth has always been hugely committed to making life as straightforward as possible for advisers, delivering improved efficiency by building better connections with the other technologies they use in their day to day business. Through deeper practice management integration, which can save time and reduce operational overheads, advisers can continue to add value through face to face meetings with clients."

Over 3,000 advisers regularly use DT’s 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.

Ben Goss, CEO, Distribution Technology, said: "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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