Getting up to speed with a new financial planning system is vital to ensure continuity of service to your clients, which is why we’re passionate about the training and support that we provide to new users.
As well as getting your advisers and support staff using the system quickly and efficiently, you need to be sure you can easily move clients into the new process. Dynamic Planner has been designed so it is easy for your client to understand, resulting in fewer inconsistencies in their answers to client profiling and enabling you to focus more on the advice you are giving.
Whether you are onboarding one or one hundred clients (or any number above or below), the process is made easier by the in-built functionality within Dynamic Planner. Clients can complete risk questionnaires remotely speeding up the process, and our integrations with back office systems and platforms it could not be easier to bring your client’s information into their plan. Accurately review a client’s risk profile and provide easy to understand portfolio recommendations using our quick and efficient client review process.