Matching your client, their portfolio and their cash flow plan, using a single definition of risk, is vital to avoid the danger of miscalibration. Dynamic Planner seamlessly uses one definition of risk, so nothing is ever lost in translation, as a result.
Using Dynamic Planner’s new cash flow modelling tool, you can confidently bring a client’s situation vividly to life. All screens have been optimised to be used and shared live interactively, increasing your client’s understanding of the planning and advice process and deepening the relationships which sit at the heart of your business.
Our new cash flow software for financial planners robustly models risk within a portfolio, enabling you and a client to ‘Plan for this’ [what is likely to happen], ‘Be pleasantly surprised by this’ [the scenario in a bull market] and ‘Be prepared for this’ [the scenario in a bear market] – powerfully supporting our market-leading risk profiling process and further testing a client’s risk tolerance.
Using Dynamic Planner, you can now produce cash flow plans in minutes – and for every client, not just a chosen few – building them into your firm’s regular client review process.
New Dynamic Planner Cash flow is designed and delivered by the UK’s leading financial planning system – with advice firms, for advice firms – combining intuitive technology you love, with an independent asset risk model you trust.