Implementation

With increasing focus on risk management and efficiencies within a practice, the need to ensure that what gets planned gets placed is increasingly important. Re-keying is a costly exercise that reduces efficiency and introduces margin for error.

Dynamic Planner integration with Intelligent Office
Dynamic Planner integration with Plum Software

Integrated End to End Process

Dynamic Planner provides advice firms with a genuine end-to-end process, which saves you time and reduces the cost to service clients. Our systems integrate with over 25 leading back-office systems, platforms, and investment providers. This helps ensure that an investment review process that once took many hours can now be completed in under 50 minutes – and implementation instructions can be provided to a wide range of platforms and back offices instantly.

Benefits of integration

  • No re-keying between platforms – saving time and reducing error
  • Recommendations made on existing policies, or for brand new policies will be saved back to your back office system
  • Reduces risk of misrepresentation
  • Improved reporting
  • Easy account opening
  • Simplifies illustrations/ quotations
  • Facilitates a range of transactions, including applications, top-ups, switches, transfers and rebalancing
Dynamic Planner available on Desktop, iPad and iPhone

Next - Discover iPhone and iPad apps that can reduce a suitability review from over five hours to 49 minutes

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Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.