Support

When you buy one of our products, you will receive comprehensive free support and upgrades for the entire time you are using the products.

Dynamic Planner and Dynamic Risk Profiler are web-based applications, so you will always be using the most up-to-date version, without the need to circulate updates via disks. Product rates, asset allocations and key economic assumptions are updated quarterly, and tax and regulatory changes are updated when they occur.

Support Portal

Our Support team is here to ensure your products continue to meet your business needs and you benefit from our long-term commitment to superior product support.

When you recieve access details to your new financial planning tool, you will also recieve details of how to access our Support Portal, through which any issues can be raised, and tracked. A member of the team will then be in contact with to assist you.

Hours of Operation

Although support queries can be logged at any time, please note that the Support team hours of operation are:
9:00 to 18:00 Monday – Friday, excluding bank holidays

Knowledge base

Our knowledge base is also available at any time via the Support Portal, providing access to more useful information about using our products.

Feedback

We are always upgrading and improving Dynamic Planner based on feedback from our customers. So if you’ve got an idea or any other feedback, please let us know via the Support Portal.