Having someone to turn to at every step of your Dynamic Planner journey is key to the success of you getting the most out of the service. You are designated your own Client Success Representative from the get-go, understanding your requirements ensuring you make the most of your new service. They will coordinate any configuration or integration setup work and because we understand that it can take time to adopt a new system within a business, the team are dedicated to your ongoing support.
Once you have access to Dynamic Planner you will enjoy full benefits of the experienced and knowledgeable team here at our headquarters in Reading, Berkshire. They are here, on hand to answer any questions or queries you may have. Some of those can be;
The Dynamic Planner Knowledge Base is a one-stop shop for all your support needs. Accessible via Dynamic Planner, and top of every page, it is populated with 100s of articles to help you use the service. You can also usefully provide feedback on the Knowledge Base and vote on service enhancement ideas that other users have proposed – both of which are monitored in real time by our Dynamic Planner Product Management Team. The new Dynamic Planner Elements launched this year is truly designed by advisers for advisers, and we invite you all to design a service that works for you.
Being part of the exclusive Financial Planning Peer Group allows you to meet once every six months, taking a deep dive into the service, with senior executives from the Dynamic Planner team. Access can be granted to Dynamic Planner users, who learn from peers, comment uniquely on new product features and enhancements, and hear about the latest technology to future proof their businesses.
Over time we have collated the most Frequently Asked Questions (FAQs) and made them directly accessible when you are in Dynamic Planner. Accessible from the homepage, the FAQs are grouped and help you self diagnose saving time and energy:
Become an excellent Dynamic Planner by joining the Client Success training webinars. Dynamic Planner provides dedicated training sessions, covering the breadth of functionality found within the service. These regular online training sessions are available as part of your Dynamic Planner licence.
* These webinars are designed for direct clients of Dynamic Planner. If you receive access to Dynamic Planner via another organisation they may offer their own custom training.
| Webinar 1 | Risk Profiling |
| Description | This webinar is focused on familiarising the user with the basic navigational aspects of Dynamic Planner and demonstrates step by step how to perform a Risk Profile for your clients in order to produce a client facing report. |
| Time | Every Friday – 9.30am – 10.30am |
| Duration | 1 Hour |
| Schedule | 45 min Webinar session with 10 mins questions |
| Topics covered |
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| Register | If you are interested in registering for this session please contact support@dynamicplanner.com or call 0333 6000 500 with your desired date |
| Webinar 2 | Investment Planning |
| Description | This webinar is aimed at helping advisers take the next step from Risk Profiling, to analysing their clients current holdings and producing a plan of action. This course will recap the fundamentals of Dynamic Planner, before exploring in detail the tools to capture client fact find data and then planning for clients looking to invest. |
| Time | Every other Monday – 2.30pm – 3.30pm |
| Duration | 1 Hour |
| Schedule | 50 min Webinar session with 10 mins questions |
| Topics covered |
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| Register | If you are interested in registering for this session please contact support@dynamicplanner.com or call 0333 6000 500 with your desired date |
| Webinar 3 | Retirement Planning |
| Description | This webinar is aimed at helping advisers take the next step from Risk Profiling, to analysing their clients current holdings and producing a plan of action. This course will recap the fundamentals of Dynamic Planner, before exploring in detail the tools to capture client fact find data and then planning for retirement. |
| Time | Every other Monday – 2.30pm – 3.30pm |
| Duration | 1 Hour |
| Schedule | 50 min Webinar session with 10 mins questions |
| Topics covered |
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| Register | If you are interested in registering for this session please contact support@dynamicplanner.com or call 0333 6000 500 with your desired date |
| Webinar 4 | Model Portfolios, Admin and Apps |
| Description | This webinar will cover some of the more advanced capabilities of the Dynamic Planner system. We will explore the creation of model portfolios/short-lists and how these are used within a Client Case. We will look at valuations and how you can start to receive your client statement information into Dynamic Planner. We will cover the two main apps which Dynamic Planner supplies as part of the Dynamic Planner offering; the client facing app (My Planning) and the adviser app for risk profiling. Finally, we will look at how to delete Client and Case information from the system (GDPR). |
| Time | The last Thursday of every month – 9.30am – 10.30am |
| Duration | 1 Hour |
| Schedule | 50 min Webinar session with 10 mins questions |
| Topics covered |
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| Register | If you are interested in registering for this session please contact support@dynamicplanner.com or call 0333 6000 500 with your desired date |
Schedule a free no-obligation demo with a business consultant and experience the market leading investor risk profiling service.