Benchmarking analysis has shown that Dynamic Planner® can reduce the sales process time by up to 50%, allowing a comprehensive plan to be produced in 41 minutes.
Dynamic Planner® is our award winning comprehensive financial planning package, with applications that cover:
Each application can be deployed individually or in combination. The more applications you have, the more holistic the analysis and a richer the picture of the customer’s finances you build.
Dynamic Planner® is ideal for insurance companies, large intermediaries and service providers, who wish to develop support with fact finding, financial planning and formulating advice. It can also be customised to your look and feel.
Using Dynamic Planner® enables advisers to enrich their relationships with their customers by:
Dynamic Planner® has helped our clients win coveted “e-excellence” awards from the Financial Technology Research Centre.
If you are interested in Dynamic Planner, please visit our Adviser Resource Centre
“Paradigm places great importance on the quality and independence of the investment advice and asset allocation analysis at the heart of the service we offer our network. So we’re delighted to have Distribution Technology as a technology partner going forward. Dynamic Planner will help partners to maximise the identification of client financial needs across all areas of their investment business.”
- Paul Hogarth, Chief Executive of Paradigm Partners
