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.
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.
Integrated End to End Process
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
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.