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Dynamic Planner
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
Description
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.
Oversight. Deliver board level and regulatory oversight across wealth and financial planning businesses.
Suitability. Evidence suitability in a single system. Avoid risk miscalibration and unsuitable investment recommendations.
Engagement. Reduce attrition with engaging financial planning via first-class digital experiences.
Provider Details
Dynamic Planner
Reading, UK
End-to-end wealth and financial planning. Profile clients [risk, sustainability and vulnerability]. Review and recommend suitable products, platforms and investment solutions
Languages
Supported Languages
English