Why Dynamic Planner?

Dynamic Planner offers the flexibility and functionality required to run a successful financial planning business.

For you, Dynamic Planner:

• Allows you to spend less time on administrative tasks, using Dynamic Planner’s framework and complex calculations to ensure more time can be spent working with your clients
• Enables you to win more new business from your current and prospective clients through the identification of cross sale opportunities, using goal-based planning and the automatic identification of many potential areas of need
• Provides risk profiling, both behavioural and psychometric, to help you match your client’s attitude to risk to their goals and fund selections
• Contains a stochastic asset model to calculate asset allocation based returns (whereas most financial planning applications run simple, deterministic forecasts of asset returns)
• Is configurable to your business’s needs, such as changing planning rules and creating fund shortlists and model portfolios to speed up fund selection
• Can be accessed from any computer with Internet access, so you will always be using the most current version of Dynamic Planner at any time
• Includes customisable reports saved with the client records for audit purposes

For your client, Dynamic Planner:

• Provides high quality, professional plans quickly and easily, including actions required and priorities of needs – helping clients understand their financial position and providing demonstrable client value in the advice, rather than the products sold
• Many powerful interactive tools that you can use to illustrate to you client various planning options and identify up-selling opportunities
• Enables consistent, high quality, auditable advice throughout your firm, supporting TCF
• Encourages the growth of productive client relationships though regular financial reviews