Technology can be a great enabler, and when used effectively can massively increase productivity and efficiency in a business.
However, implementing new tech into a firm is a big commitment and can be a daunting challenge, particularly when advisers and support staff are working more remotely.
Dynamic Planner is built with advisers, for advisers. It’s intuitive and easy-to-use, with an onboarding and training programme that helps all new users to make the most of the full functionality of the system within a matter of weeks.