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Dynamic Planner
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 0
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 0
  • Year this company was founded Founded 2003
Dynamic Planner
Dynamic Planner – Three foundational benefits
What does Dynamic Planner enable you to do?
Peer recognised – Multi award-winning technology
A single system, a single definition of risk
Six strategies driving value for your firm
Match people with suitable solutions, through engaging financial planning

End-to-end wealth and financial planning. Profile clients [risk, sustainability and vulnerability]. Review and recommend suitable products, platforms and investment solutions

Highlights

  • Scale. Underpinned by Dynamic Planner, the biggest industry names have reported eye-catching results when it comes to developing scale.
  • Control. Drive conversion and control the flow of client assets.
  • Productivity. Proven to deliver up to 275% in productivity gains by streamlining the wealth and financial planning process.


Description

End-to-end wealth and financial planning. Profile clients [risk, sustainability and vulnerability]. Review and recommend suitable products, platforms and investment solutions

Languages

English

About Dynamic Planner

Headquarters
Reading, UK
Phone
0333 6000 500

 
End-to-end wealth and financial planning. Profile clients [risk, sustainability and vulnerability]. Review and recommend suitable products, platforms and investment solutions