Demos

See Dynamic Planner in action – find out how our financial planning tools can help your business deliver added value to your clients, whilst bringing efficiency and consistency to your advice process.

Please note to view these demos successfully you need:

• Adobe Flash Player 7.0 or later
• A screen resolution of 1024 × 768 pixels or higher

Dynamic Planner Overview

Part 1 – Introduction and setup
Part 2 – Client profile and budget
Part 3 – Investment planning
Part 4 – Other need areas
Part 5 – Financial plan and report