Quick and easy data transfer and simple set up
Ensure no disruption to your business and continue to use the same risk analysis of your clients with
- Access to all of Dynamic Planner – including the new, acclaimed 15-question ATR questionnaire
- An end to end proprietary model – ensure nothing lost in translation when deciding on the most suitable outcome for your client
- The new Client Review Report – MiFID II compliance in one easy to produce document
- Cashflow planning not product planning – start with the client, not the product
- Access to institutional level asset analysis – 48 asset classes with 13,000 correlations, reducing credit and liquidity risk
Please complete the form and a Business Consultant will give you a call.