Dynamic Planner surpassed our expectations, not only could we use the risk profiling tool but we found the cash flow model and full planning reports Dynamic Planner provides especially helpful. It has saved over 50% of the time taken to complete a suitability report. The extra functionality has benefited us hugely, the efficient frontier graphs are great for illustration purposes bridging the advice and suitability gap we originally faced.

Linford Brown, Director, Money Tree Wealth Management