Solutions.
Dynamic Planner.
Transforming advice
Increasingly, companies are recognising the need to move away from a costly and risky, face-to-face regulated sales process often characterised by a ‘sell and forget’ attitude towards the client, and as a result an increasingly unsustainable business model.
However, to do so requires a ‘high value added’ proposition, which requires modern techniques like asset allocation, cash flow planning, tried and tested stochastic forecasting and the creation of goal based financial plans reviewed on a regular basis to build longer term, more profitable relationships for them, for their advisers and for their clients.
Market leading
- Creates high quality, professional plans quickly and easily – to provide demonstrable client value in the advice rather than the products sold
- Enables advisers to make the transition from product salespeople to service providers, by providing the framework and complex calculations necessary to ensure more time can be spent working with the client
- Develops existing client relationships through a financial review service using information already held in the back office
- Helps advisers win significantly more new business from their current and prospective clients through identification of cross sale opportunities
- Provides a compelling and interactive experience for your clients online and allows them to share their plans with advisers via the Internet
Interested?
Please contact us or your account manager for more information.