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Dynamic Planner
Match people with suitable solutions, through engaging financial planning
Overview
End-to-end wealth and financial planning. Profile clients [risk, sustainability and vulnerability]. Review and recommend suitable products, platforms and investment solutions
Scale - Anchored by Dynamic Planner, the biggest industry names have reported eye-catching results.
Control - Drive conversion. Control the flow of client assets.
Productivity - Proven gains. Up to +275%. Streamline the wealth and financial planning process.
Oversight - Deliver regulatory, board level oversight across wealth and financial planning businesses.
Suitability - Evidence suitability in a single system. Eliminate miscalibration risk and unsuitable investment recommendations.
Engagement - Reduce attrition with engaging financial planning and innovative digital experiences.
End-to-end wealth and financial planning. Profile clients [risk, sustainability and vulnerability]. Review and recommend suitable products, platforms and investment solutions
Categories
- Business Needs
- Finance
- Industries
- Financial Services
- Personas
- Business User
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package