The key to getting advice ‘right first time’ is investment in technology with a ‘customer-first’ mindset, which complements adviser professionalism rather than restricts it, and supports strong measurement and oversight.
Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. It provides you and your firm with one end-to-end system using a single definition of risk throughout the process.