Resources Dynamic Planner Factsheet Gallery

Resources

Fact sheets and brochures
Dynamic Planner factsheet Download PDF
Risk profiling factsheet Download PDF
Proposition management factsheet Download PDF
Intermediary solutions factsheet Download PDF
Fund risk profiling service brochure Download PDF

 

White papers and research
A problem shared, is a problem halved (2010)

This paper is a call to the industry for practical ways to use technology to smooth the transition to RDR. It covers:
  • RDR transition - Reducing costs where possible, allowing businesses to break-even and therefore generate profits sooner to assist the transition.
  • Cost of advice – Making it economic to deliver valuable financial advice to a chosen customer base.
  • Effective customer servicing propositions – Providing five examples of how advisory businesses can consider ways to use segmentation to maximise their effectiveness.
  • A problem halved – Using effective planning tools to increase online customer interaction and the right front office technology to halve the time spent on completing a typical case.
 Available on request
Did asset allocation modelling survive the storm? (2009)

Asset modelling has not only survived ‘the storm’ but emerged as a powerful tool for advisers to describe the level of investment risks and potential returns faced by their clients. This report shows how DT’s model has successfully performed against a backdrop of the extreme market conditions of the last 18-24 months. The forward is by AKG, the independent actuarial consultants.		 Available on request
Increasing adviser productivity and compliance - adviser study 2008

This adviser survey assesses the value added by Dynamic Planner. The survey covers:
  • The extent of the business added from the use of Dynamic Planner
  • The relative importance of Dynamic Planner features
  • The types of business (ie replacement business) supported by Dynamic Planner
 Available on request
Assisted Purchase Whitepaper Available on request
The Future of Distribution whitepaper Available on request

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