Financial Institutions

Dynamic Planner works closely with platforms and product providers, connecting their adviser services, product wrappers and digital propositions to the 6,500-plus financial advisers who use Dynamic Planner. It provides two core services to financial institutions.

WealthConnect

A two-way integration between Dynamic Planner and the financial institution which allows advisers to submit transact recommendations made within Dynamic Planner onto their chosen platform – without the need to rekey any data. Platform application processes are seamlessly pre-populated to minimise the time, effort and errors associated with manually rekeying transactions. WealthConnect can facilitate:

Account opening and new client set-up
Quotes and illustrations
New business applications (new money, transfer, switch and top up)
Automated daily valuations

Financial Planning Tools

Dynamic Planner can provide a range of off-the-shelf digital financial planning tools and API solutions that institutions can use within their adviser or customer-facing propositions. These include solutions for:

Risk profiling
Retirement income optimisation
Investment forecasting
Digital advice for stocks and shares ISA

“When we, as a firm, risk profile new clients – and regardless of where they sit on the scale, be it a 3, 4, 5 or 6 – we know that the investment we are recommending has been carefully mapped by Dynamic Planner.”
Tom OrchardAnnetts and Orchard

“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