Cadence Financial Solutions

There are two of us who work here at the firm – myself and my hardworking PA, Lucy, who is heavily involved in the firm and training to become a paraplanner. We have both attended two recent Training Academies Dynamic Planner held, which were well presented and really useful. We offer clients advice on investments and pensions planning and, in addition, we provide a cashflow modelling service.

We originally started using Dynamic Planner via our service provider in 2016, before deciding to come to Dynamic Planner direct, because we thought the system and service was very good. It made sense. Dynamic Planner is very simple and easy to use and quite forward-thinking. It is constantly evolving. I am really looking forward to using Dynamic Planner’s new Client Review Report, I saw previewed at an event, when that is launched later this year. That will be fantastic for my firm.

For every existing client’s review, we complete the risk profiling process, which I tend to complete with the client using the app on an iPad. We also complete an asset allocation report to see where their current level of risk is. We will also analyse the client’s current portfolio, to see if it is still suitable for their profile.

For new clients, Dynamic Planner is excellent, particularly during the initial ‘onboarding’ process. We will send them a secure link to complete the risk profiling. The client can then complete that and send it back, so that when you finally meet you can have a discussion around the results and then start talking about what they want to achieve. Intelligent Office is the back office system we use, so we can send all the client fact find over from there to Dynamic Planner. The two systems work well together. Clients receive a Risk Profiling Report and an Asset Allocation Report at the end of the process.

Dynamic Planner is fantastic and the biggest time saving service for me. It saves me a lot of time when you consider how you can get the client to complete the risk profiling prior to a face to face meeting. Also, using the app on an iPad saves on paper – I think there is too much paper used in this industry – and always having to print everything out.

The reports you can produce look very professional and the system helps make our advice process both robust and efficient. I would certainly recommend Dynamic Planner to a fellow adviser – and I do.

Case Study

Cadence Financial Solutions Ltd 

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Neil Beattie

“The reports you can produce look very professional and the system helps make our advice process both robust and efficient. I would certainly recommend Dynamic Planner.”

Neil BeattieCadence Financial Solutions Ltd

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