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.