It is one thing to hear how we describe Dynamic Planner – but another thing entirely to read what our clients say about us.
Below, under three broad headings – Client review, Fund research and Risk profiling – you can hear from fellow financial advice firms and learn how they have adopted Dynamic Planner within their wider proposition. Where is the real value within it for them?
You can also see a fourth heading, Coronavirus 2020, where members of our user community describe how they are coping and managing in the current lockdown and how Dynamic Planner fits into the practice of working remotely, in isolation, from home. How is Dynamic Planner proving valuable for firms right now?