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.
It is ideal for advisory businesses and wealth managers.
We offer a range of solutions from planning tools to full client front office technology, so you can choose the version that best suits your needs.
Functionality |
Wealth management |
Mortgage & protection planning |
Full front office & planning |
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Risk profiling questionnaires |
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Links to risk profiled funds |
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Risk profiling asset allocation & portfolio X-ray |
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Lifetime cashflow and budgeting |
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Investment planning |
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Retirement planning |
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Estate planning |
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Protection planning |
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Mortgage sourcing & planning |
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Client management & front office |
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Campaign management |
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Proposition management |
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System admin & MI reporting |
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Monthly licence cost |
£55 |
£55 |
£85 |