Register your interest in new Dynamic Planner Cash Flow

Set to revolutionise cash flow planning, easy to master yet sophisticated and accurate, use Dynamic Planner cash flow to work directly with your clients to understand their capacity for financial risk over the long term. With beautiful charts and graphs helping the client answer their big financial questions for the future, Dynamic Planner cash flow will transform the way clients see you.

Launching in Autumn 2020, with screens easily sharable online in a Covid-19 world, the industry’s new cash flow planning process is coming soon. Register your interest here and we’ll keep you fully informed about what to expect, when it’s available, and how you can be amongst be the first firms in the UK to start using it.