Kennedy Independent Financial Advice Ltd

We first started using Dynamic Planner, because it made a lot of sense, through what it was doing. We knew we could use it to provide an audit trail of work we were doing with clients. We use a variety of providers including the Nucleus Wrap, Prudential and Royal London – and, for example, we often recommend to clients Tatton portfolios, which we can map directly into Dynamic Planner and its risk profiles to ensure their suitability for every client.

That’s also great for the client, because they can see instantly the level of risk they’re taking with current investments and whether they’re comfortable with that. It’s an easy conversation for you to both have.

The risk questionnaires for clients in Dynamic Planner are great and do that job really well. We used a different tool before and it was okay, but it doesn’t give you the depth Dynamic Planner provides. You can email the client a link to complete the questionnaires on their own, before a meeting – and most of the time, clients are very good at completing it. All the answers then are there, waiting for you. That work is done before you speak with the client.

It’s great to have the information on a client’s existing portfolio, all there, so that you can easily show its risk level and if that’s different to a client’s own risk profile. It’s a great way of pointing that out, because sometimes the difference can be quite dramatic. It just makes your job a lot easier.

The Client Review process and report in Dynamic Planner is very good and very extensive. For a typical review for a client, we start with the risk questionnaires, to see if there are any changes to consider. We then put together the report and see if everything’s on track with the portfolio. It’s good from the point of view of providing you with a framework to follow and repeat for a review. Does it save you time? Absolutely. There is an awful lot Dynamic Planner does, which saves you time as a firm.

Dynamic Planner’s Client Success team are excellent – every one of them are a credit to themselves. I’m sure they’re fed up with hearing my voice! They’re very patient and are always on hand to help, sharing their screen and talking you through how to do something. It’s such a bonus of being a Dynamic Planner user – that the Client Success team are so good.

Would I recommend Dynamic Planner to another firm? 100 per cent. It’s fantastic and it’s clearly been designed with the IFA in mind. It’s user friendly; everything about it is good.

Case Study

Kennedy Independent Financial Advice Ltd

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Michael Kennedy

“Would I recommend Dynamic Planner to another firm? 100 per cent. It’s fantastic and it’s clearly been designed with the IFA in mind. It’s user friendly; everything about it is good.”

Michael KennedyKennedy Independent Financial Advice Ltd

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