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

Get in touch

Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze.

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

Get in touch

Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze.

Powerful. Easy to use. Trusted by more than 6,500 advisers. Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Click on the hexagons below to find out more.

Client Profiling Review Cash Flow Research
Client Profiling Review Cash Flow Research