Advisory firms, providers and platforms and asset managers alike are considering their propositions for the future. Deciding which business models will be the most appropriate going forward is not necessarily an easy task, taking into account RDR and the latest cycle of change within the industry.
A technology review is a key part of this thinking – for example, have you considered how you currently use technology and what opportunities it can offer to improve the efficiency of your processes, enrich customer relationships with financial planning and enhance your compliance?
We can help - whether you are looking for a comprehensive front office technology or components to cover elements of the financial planning, sales and servicing process; our Dynamic Planner based solutions are proven in the industry.
Over 30,000 financial advisers in the UK today are registered to use our award-winning Dynamic Planner to support their financial planning, sales and servicing.
Dynamic Planner supports the whole planning, sales and servicing process. It combines our powerful, market leading planning tools, such as risk profiling and asset allocation, with a client management and reporting system that’s integrated with leading platforms and portals.
But don’t take our word for it. Our clients are happy to share their positive experiences and our planning tools have been awarded an extraordinary 16 PPP ratings from F&TRC. Our technology is highly rated by UK industry analysts such as AT8, as well as international analysts, Celent.
Please contact us, to find out how we can enrich your customer relationships.
