Implementation

With increasing focus today on risk management and efficiencies within firms, the need to ensure that what gets planned gets placed is increasingly important.

Integrated End to End Process

Re-keying 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 an integrated, end-to-end process, which saves you time and reduces the cost to service clients – vital today post-MiFID II. It is integrated to 25 leading back office systems, platforms and providers, helping ensure that an investment review process which once took many hours can now be completed in minutes.

The valuation integrations Dynamic Planner has with different platforms are very useful… at the click of a button, they pull through valuations as well as fund breakdowns. Long gone are the days of searching for ISIN codes to work out unit prices.

Serena Van Der MeulenSerena Van Der Meulen Associates Ltd

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

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the market leading investor risk profiling service.

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