Digital Advice

Delivering a digital service in a complex, highly regulated environment is difficult. When it comes to digital financial planning services, profitable and compliant customer engagement is a particular challenge. In an increasingly digital world, clients often expect to access their portfolios and financial information online and on mobile. Additionally, financial advisers often have an advice gap of their own: customers with smaller cases who need and want advice, but for whom the face-to-face approach is too costly. ISA advice often falls into this gap.

Dynamic Planner is the UK’s most trusted provider of financial services technology to UK advisers. The Dynamic Planner Risk Profiler app for iPhones and iPads gives you the ability to deliver the Dynamic Planner risk profiler process offline and on the move. Branded customer apps allow you to deliver your professional services across all major web and mobile platforms using your logo and colour scheme.

Dynamic Planner Risk Profile App for Apple iPhone

iPhone/iPad Apps for Advisers and Clients

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.

“Dynamic Planner plays an integral part in our first meeting with clients, the iPad app is great and we typically use that with a client interactively”

Lee WatersBarwells Wealth
  • Provides secure access to your client data on the move and to the full spectrum of risk profiled funds
  • Easily select funds and generate full, customisable reports
  • Seamlessly sync back to Dynamic Planner and your integrated back offices
  • Customer portal allows for clear portfolio aggregation – showing clients accurate, daily portfolio valuations straight from the provider or platform
  • Asset allocation and risk tracking, allowing you to drill into individual products and track suitability against agreed risk levels
  • Includes client email invitations to complete the risk profiling securely online, in their own time
Risk Profiling app on the iPad
Download the Dynamic Planner Risk Profiling and MyPlanning app from the App Store
Advisers can provide clients with access to MyPlanning – the Dynamic Planner client portal. This enables clients to view their latest portfolio value, asset allocation and current risk profile. The fully white labelled app is available for iPad or via the web. It includes a number of features to improve efficiency and communication with clients – helping you stay ahead of the regulator’s suitability requirements.

 

  • Allow clients to view their latest portfolio values, asset allocation and risk levels
  • Share documents securely online with clients
  • Allow client and adviser to share and complete the attitude to risk questionnaire together remotely
  • Allows clients to send secure messages to their adviser
Dynamic Planner MyPlanning App for iPad
Download the Dynamic Planner Risk Profiling and MyPlanning app from the App Store

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.