How are advice firms generating new business this year?
We wanted to know. And you kindly told us. Find out what firms said
Download findings from June 2020 survey of Dynamic Planner firms – ‘10 learnings from firms generating new business in the pandemic’
What are they saying?
“The consistency, stability and the functionality of Dynamic Planner allows us to embrace technology more, saving time, saving money and enabling us to focus more on the client.”Simon DrakeBainlye Drake Wealth
“Dynamic Planner helps you easily demonstrate to the FCA that, as a firm, you have a framework in place for risk profiling and a consistent approach.”Clare EdesSkerritts Chartered Financial Planners
“Before we started using Dynamic Planner, we had no centralised way of reporting to clients at their annual review. It was chaos and just a mess.”Neil Gilbourne3R Financial Services
“The great thing about Dynamic Planner is it’s very easy to screenshare; it’s very easy to navigate; you can’t really go wrong; and the Client Review report – you can’t really undersell it.”David OwenLifetime Connect
“Dynamic Planner is an incredible system. Had we not adopted it, it would have been a nightmare trying to work through this crisis.”Nick RyanYellow Bear Financial Consultancy
A multi-award-winning service with a 17-year track record of success
Risk profiled each quarter
Risk Profiled Investments
Customers serviced since RDR
Asset Class Model
Back office, platform integrations
Year Track Record
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