EQ Investors portfolios now risk profiled on Dynamic Planner
Advice firms can now benefit from EQ Investors range of solutions being risk profiled on…
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“I have been able to intuitively use Dynamic Planner. It’s easy - certainly the easiest cash flow modelling tool I’ve used.”
David MillsRidgeways Financial Planning
“All the financial planning tools we need today, in IFA terms, are in Dynamic Planner. We have been able to stop using other tools we don’t need.”
Kevin WalshHome & Finance Ltd
“For the world we now live in – analysis, regulation and remote meetings – the way Dynamic Planner is built is brilliant.”
Gordon CrothersAttain Wealth Management
“Through Dynamic Planner, we’ve been able to turn off three to four pieces of software we were using, saving between £200 and £250 per month.”
Simon DrakeBainlye Drake Wealth
“Dynamic Planner is an incredible system. Had we not adopted it, it would have been a nightmare trying to work through Covid.”
Nick RyanYellow Bear Financial Consultancy
“Dynamic Planner’s Client Review has changed everything for me. It’s just brilliant. The whole process becomes much more interactive with the client.”
Louise JonesIvor Jones and Co
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