It combines our market leading planning tools, such as risk profiling and asset allocation, with a client management and reporting system, and it is integrated with leading platforms and portals.
Dynamic Planner helps enrich customer relationships – be that in selected need areas, such as investing, retirement, protection or across the whole range with holistic planning and servicing.
Dynamic Planner is available today ‘on demand’ and is highly configurable, which means you can get up and running quickly with the complete package, or select one or more specific modules to fit your proposition. For example, some leading providers and advisory businesses have chosen to use our investment and retirement modules, while other organisations have opted for a complete end to end implementation.
Each module comes with subject-appropriate fact find questions, planning tools and integrations along with core functionality for reporting and transacting. In addition, you can opt to add extra functionality such as, client management, compliance management, business management and administration.
Dynamic Planner combines high quality planning tools and front office sales and servicing functionality:
Using Dynamic Planner transforms adviser productivity, while ensuring the quality of the advice is enhanced consistently.
Please contact us, to find out how we can enrich your customer relationships.