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Dynamic Planner
Match people with suitable solutions, through engaging financial planning
- Industries
- Financial Services
- Business Need
- Finance
- Requires
- Financial Services Cloud
- Compatible With
- Financial Services Cloud
End-to-end wealth and financial planning. Profile clients [risk, sustainability and vulnerability]. Review and recommend suitable products, platforms and investment solutions
Highlights
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.
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
Pricing Details
Paid Add-On Required
You must pay for a product or service that is external to Salesforce for this solution to work.
Dynamic Planner is one system for all your financial planning needs, enabling you to match people with suitable portfolios through engaging financial planning. It is an end-to-end, risk-based system.
Dynamic Planner
£119 GBP/user/month
Lowest Starting Price