Paraplanner perspective: Dynamic Planner Cash Flow

The Paraplanners was first born in 2002 and has close to two decades of experience, supporting advice firms with outsourced paraplanning services. Its review of new Dynamic Planner Cash flow is firmly from a user’s perspective, bringing its expertise to bear on how it helps firms plan with clients for the future.

The review considers how Dynamic Planner Cash flow compares to other tools currently available on the market. What did The Paraplanners think?

Here’s a snippet: “Of the tools we have seen, this is the easiest to navigate and use. It is highly customisable, but remains simple at the same time. It’s clear a lot of thought has been given to the user and the client.”

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