Products

Dynamic Planner

Increasingly, companies are recognising the need to move away from a costly and risky sales process, often characterised by a ‘sell and forget’ attitude towards the client, and as a result an increasingly unsustainable business model.

However, to do so requires a ‘high value added’ proposition, which requires technology such as asset allocation, cash flow planning, tried and tested stochastic forecasting and the creation of goal based financial plans reviewed on a regular basis to build longer term, more profitable relationships advisers and clients.

Dynamic Planner is a comprehensive web-based financial planning tool, which will enable you to create high quality, action orientated plans, quickly and easily, with technology such as asset allocation, cash flow planning, tried and tested stochastic forecasting and goal based financial plans.

Dynamic Risk Profiler

Accurately risk profiling investors is one of the biggest issues currently facing financial advisers today. The consequences of not doing it or getting it wrong can be severe for the investor, and the adviser. With a valid framework for assessing attitude to risk there is the opportunity:

• For both parties to share a clear understanding of what is appropriate for the client, and what is not
• To build longer-lasting and meaningful relationships with clients

Dynamic Risk Profiler is a proprietary web-based risk profiling tool which provides the framework to accurately and consistently assess an investor’s attitude to risk.