Risk profiler app – Providing secure access to your client data on the move and has access to the full spectrum of risk-profiled funds. An independent review by the Financial & Technology Research Centre (F&TRC) found that in combination with Dynamic Planner, the Risk Profiler app dramatically reduces the time required for a suitability review from more than five hours to just 49 minutes. All activities and client risk-profiling reports are synced back to Dynamic Planner to allow the adviser and their team to use this as the basis for further planning.
AccessAdvice – A service that enables you to offer stocks and shares ISAs much more cost effectively. By enabling you to deliver fully automated ISA advice online, you can profitably serve clients who may have previously been unprofitable or turned away. The key client data captured is available to you in Dynamic Planner.
Dynamic Planner customer portals – These allow you to control the access and configure the level of functionality you want each client to have. They provide a powerful, low-cost way of delivering a highly professional, ongoing service.
With industry-renowned asset and risk modelling powered by Dynamic Planner, you can be sure your digital advice will be consistent with your current suitability approach. All Dynamic Planner digital services have been extensively tested and we provide full Due Diligence packs for you to review. There’s support available to help you set up and implement the digital services, as well as brand and configure them to your preferences.