Key features
Dynamic Planner offers a wide range of sophisticated features to remove much of the hard work from the financial planning process. At the heart of Dynamic Planner is the ecosystem allowing client data entered during the fact find to be used by many areas of the application, minimising re-keying and potential errors.
| Planning functions | Dynamic Planner features |
|---|---|
| Client report | Priorities and hierarchy of needs |
| Goals | |
| Editable reports in PDF and RTF | |
| Actions needed | |
| Budget | Lifetime cash flows |
| Auto tax calculations and affordability | |
| Actions needed | |
| Investing | Current portfolio analysis |
| Multi goal setting | |
| Psychometric risk profiling | |
| Asset allocation and stochastic forecasting | |
| Psychometric risk profiling | |
| Emergency fund | |
| Additional investment analysis | |
| Actions needed | |
| Protection | Auto needs analysis: life cover |
| Auto needs analysis: critical illness | |
| Auto needs analysis: income protection | |
| Indicative costs | |
| Actions needed | |
| Mortgages | Auto repayment calculations |
| Re-mortgage opportunities | |
| Loan-to-value analysis | |
| Actions needed | |
| Retirement | Multi goal setting |
| State and private pensions forecasts | |
| Retirement strategy | |
| Psychometric risk profiling | |
| Asset allocation and stochastic forecasting | |
| Personal savings gap | |
| Additional contribution analysis | |
| Actions needed | |
| Portfolio planning | Portfolio x-ray |
| Optimisation around existing assets | |
| Fund summaries | |
| Performance analysis | |
| Planning controls | Configurable financial planning rules |
| Configurable product rates | |
| Electronic audit trail | |
| Fund shortlists and model portfolios |