Providing excellent levels of support throughout your journey is something we pride ourselves on. Our Customer Success Team is dedicated to making sure you have the best experience possible, from providing 1:1 training to communicating the latest product updates, we’re here when you need us.
Support
Easy to access support; 24/7
Dynamic Planner is developed in close partnership with wealth and financial planning professionals to create a refreshingly intuitive user experience which negates the need for long onboarding sessions.
Members of your team can drop-in, 24-7, to the Dynamic Planner Support Hub, where they will find short and longer training videos, guiding you through the system. To suit individual learning preferences, there are downloadable User Guides; answers to Frequently Asked Questions; and due diligence material explaining the how and why behind different Dynamic Planner processes.
Visit the support hub
Dedicated support, dedicated to you
- Clear structure, seamless service: Our support system is designed for clarity and efficiency. Our teams focus on resolving your immediate needs while also proactively managing your ongoing experience and success.
- Fast, effective resolutions: We understand how issues can affect your productivity, which is why we aim to resolve cases the same day they are received. This commitment to speed sets us apart, ensuring your business keeps moving without delay.
- Transparent communication: We believe in keeping you informed at every step of the support process. Our team maintains open lines of communication, providing timely updates and proactively seeking your feedback. Your input directly shapes our service and product improvements.
- Outstanding client satisfaction: Our dedication to service excellence is reflected in our Net Promoter Score (NPS) of 62—a testament to the trust and satisfaction of our clients.