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 four broad headings – Cash Flow, 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 fifth heading, Remote Working, where members of our user community describe how Dynamic Planner fits into the practice of working remotely, from home. How is Dynamic Planner proving valuable for firms right now?