Rekeying is a costly exercise and one which not only reduces efficiency within your firm, but which introduces more room for human error. Dynamic Planner provides you and your firm with one end-to-end system, saving you time and reducing the cost to service clients – vital today post-MiFID II.
It is integrated with popular platforms and providers, and industry back office systems – including Intelligent Office and now Iress Xplan – enabling you to import a client’s details and latest valuations, without the need to rekey, direct from the source. An investment review process which once took many hours can now be completed in minutes
