By helping accurately risk profile investors as part of a risk-based plan, Dynamic Planner helps you ensure investment suitability, become significantly more efficient and demonstrate your value to your clients. This price includes full access to a rolling programme of significant upgrades over the next 2 years - Dynamic Planner Elements.
A named consultant will coordinate your training and ensure the smoothest onboarding process possible. The Client Success team will continue to provide dedicated support post live.
Please note an onboarding fee of £120.00 will apply for the first year, per user, payable over 12 months within the monthly licence fee.
Bespoke consultancy and training, personalised to your firm’s requirements, is also available – priced £840.00 (or £70.00 per month for one year) for face-to-face training at your offices; or £600.00 (or £50.00 per month for one year) for face-to-face training at the Dynamic Planner offices.
- All prices shown are exclusive of VAT
Dynamic PlannerPurchase or Request a Demo today
£ 97.00Per month Per User
- Risk Profiling
- Portfolio Review
- Asset Allocation
- Cashflow Planning
- Research and Recommendations
- Client Reports (White Labelled)
- Risk Profiling App
- MyPlanning App
- Benchmark Asset Allocations updated quarterly
- Training Webinars and Nationwide Academies
- Exclusive Industry Insight and Analysis
- Dedicated UK Support Centre
- Elements upgrades included