During our technology upgrade we have worked closely with Dynamic Planner to make sure your electronic valuations continue to work as usual.
We have also made improvements, so you will now be able to access bulk valuations for all clients on a daily basis.
Valuations can either be imported into Dynamic Planner directly, or if you are an Intelliflo or Xplan user, you can setup the respective integration link to import the information from your supported CRM to Dynamic Planner.
Please note: Only one source of valuations should be set up. Each firm will need to make a decision to have their file set up for access, by either Intelliflo, Xplan or Dynamic Planner.
The following instructions are for users who have not setup the integration link between their supported CRM & Dynamic Planner. If you already have the integration link in place, you will need to follow the set up steps for valuations in Intelliflo or Xplan.
Updating your software
Together with Dynamic Planner we have ensured that all the required updates have been taken care of for any firm that has been confirmed as being part of the platform migration. There will be a brief interruption to valuations that will last from the Thursday prior to your migration, until the first scheduled file download on the Tuesday after you have migrated to our new platform technology.
Updating your credentials
To use the new bulk valuation service, you will need to ensure you have your firm’s FCA number stored in Dynamic Planner along with your new ‘Network Code’ which will be made available at migration.
Dynamic Planner have informed us of key contacts within firms so that we can email the ‘Network Code’ directly, alternatively you can find your code by following these instructions.
To enter your network code into Dynamic Planner, follow these steps:
1. Login into Dynamic Planner.
2. Click on the Old Mutual Wealth icon in the home screen.
3. Click on the link for ‘Edit your organisation’s credentials’.
4. Once entered click to accept the T&Cs.
5. Click ‘Save’ to apply the changes.
Please note, the tick will remain yellow, as your credentials cannot be validated before first use.
Updating your account numbers
As part of our technology platform upgrade, we have issued new account numbers for all existing client holdings.
Additionally, for any clients that currently hold both crystallised and uncrystallised holdings within a single pension account (our Collective Retirement Account (CRA), we will be creating separate accounts to hold each of these components.
At migration we will be communicating these new account numbers to Dynamic Planner so they can make the updates on your behalf.
These new account numbers will be added to the client platform reference section in Dynamic Planner. This will allow all of the individual product holdings linked to the account number to be automatically updated, including the new accounts created where we have separated pension holdings.
For example: The Account number AC2123456 in the platform reference section downloads the updated valuation for AC2123456-002 and AC2123456-003.
Each of the returned policies will have their own identifier such as -002, -003, -004.
The returned data will appear under the retirement section of the client’s arrangements.
Changes for valuation requests in Dynamic Planner
There are two key changes needed to enable valuations in Dynamic Planner.
- Credentials- The required credentials will no longer be adviser level. Instead these will now be organisation level. (As mentioned previously, the required credential will be sent to the firm directly).
- Platform Reference- The required platform reference will be the Account Number – it will no longer be policy number for each holding.
There is no change to how you currently request valuations in Dynamic Planner.
Scheduled valuation requests can still be set as an activity for each client.
If a scheduled valuation is not set, you will need to update each client by clicking on the ‘Request Portfolio Valuation Update’ button.
If you have any questions or need any further help please contact Dynamic Planner Support using the following details:
T: 0333 6000 500 (option 1)