Working in a hybrid world

However your firm works post-lockdown – remotely, from the office or embracing a hybrid of the two – Dynamic Planner is equipped to support you.

Its technology is cloud-based and mobile-friendly, so everyone at your firm can login, wherever they are. They can quickly pick up where a colleague has left off, with no need to separately save documents you are working on or worry whether you are updating the correct version.

You can save time. And money. Adopting one financial planning system enables you to streamline processes and reduce the number of tools your firm pays for. You also minimise time spent internally training people.

Dynamic Planner Analyst

For the world we now live in – analysis, regulation and remote meetings – the way Dynamic Planner is designed and built is brilliant.

Gordon CrothersAttain Wealth Management

Plan engagingly with clients in real-time

In Dynamic Planner, screens are optimised for you to share with a client, on a video call, so you can plan engagingly in real time using independent analysis and insights you and your client can trust.

You can conveniently email clients a link to complete risk profiling questionnaires on their own, prior to a meeting. Usage of that ability in Dynamic Planner jumped by approximately 140% in 2020, allowing time scheduled together – whether virtual or face-to-face – to focus on other discussions.

Further, Dynamic Planner’s multiple integrations with leading industry CRMs and platforms and providers save you time and the trouble of sourcing client information and latest valuations manually.

Having a system where you can share your screen on Zoom and present to clients professionally, has been very well received. Clients have been so happy. They’ve said let’s do this again after lockdown.

David MillsRidgeways

Next - Ensure ongoing suitability with portfolio reviews

Portfolio Review

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the market leading investor risk profiling service.