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BEDROCK
GOVERNANCE

Integrations

Dynamic Planner

Ingest documents and risk profiling data from Dynamic Planner into the platform for compliance review.

Coming soon

The Dynamic Planner integration is in development. It will capture documents created against clients via the clientsDocumentCreated event, and pull risk profiling data (questionnaire responses, mapped risk level, loss and gains projections) to give reviewers full context on the advice rationale.

Planned features

  • Document capture via Dynamic Planner's PubSub events
  • Risk profile data (attitude to risk, capacity for loss) included in the review
  • Questionnaire consistency flags surfaced to reviewers
  • Review outcomes written back to client records

Interested in early access? Get in touch, and your firm will be prioritised.

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