Products - Dynamic Planner

Dynamic Planner is a comprehensive web-based financial planning tool, allowing the creation of high quality, professional plans quickly and easily. The application enables advisers to make the transition from product salespeople to service providers by removing the need for them to retain specialist tax and planning expertise and carry out complex calculations. The application does this for them behind the scenes, leaving the adviser free to work with the client and build a stronger relationship.

Key benefits:

• Generate financial plans across all financial need areas quickly and easily
• Automatically identify financial needs and potential cross-sale opportunities
• Establish long term client relationships through the use of goal planning and future reviews
• Extend the number of advisers and sales people offering financial planning in your organisation
• Involve clients in the planning process by illustrating different planning strategies and scenarios using dynamic, powerful graphics
• Ensure consistency of risk profiling and investment planning across your organisation

If you are interested in an off-the-shelf version of Dynamic Planner, please visit our Adviser Resource Centre