Dynamic Planner believes its new partnership with Salesforce will allow it to deliver financial planning "at scale".
The software provider has partnered with US-based company Salesforce which provides CRM services.
It means firms using Salesforce can use Dynamic Planner in the financial planning process.
Yasmina Siadatan, chief revenue officer at Dynamic Planner, said: “We are delighted to be the first UK based wealth planning partner for such an innovative and world leading company. Working with Salesforce and supporting firms that have Salesforce as part of their core infrastructure is a natural step which will be much welcomed.
“'This collaboration provides financial planning and wealth management firms who use Salesforce with the ability to underpin their entire financial planning process with Dynamic Planner.
"It will boost productivity gains and efficiencies, whilst delivering seamless and engaging wealth and financial planning for Salesforce customers."
It it the latest integration to be announced by Dynamic Planner this year, which it said is part of a commitment to "solve industry wide inefficiencies".
In October it announced another CRM integration with Adviser Cloud to make it easier for advisers to transfer client data.
tara.o'connor@ft.com
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