Resources - Whitepapers

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Increasing adviser productivity and compliance - adviser study 2008 (PDF)

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

Assisted Purchase (PDF)

Assisted Purchase Whitepaper

The Future of Distribution (PDF)

The Future of Distribution whitepaper