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Working in a hybrid world

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However your firm works post-lockdown – remotely, from the office or embracing a hybrid of the two – Dynamic Planner is equipped to support you.

Its technology is cloud-based and mobile-friendly, so everyone at your firm can login, wherever they are. They can quickly pick up where a colleague has left off, with no need to separately save documents you are working on or worry whether you are updating the correct version.

You can save time. And money. Adopting one financial planning system enables you to streamline processes and reduce the number of tools your firm pays for. You also minimise time spent internally training people.

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Get in touch

Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze.

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Plan engagingly with clients in real-time

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In Dynamic Planner, screens are optimised for you to share with clients, with confidence in meetings on Zoom or Microsoft Teams, enabling you to plan efficiently and engagingly in real time. Email clients a link to complete risk questionnaires on their own, before a meeting, progressing the process so that time spent together is maximised to have a discussion around suitability and risk.

Dynamic Planner’s 20+ leading platform integrations allow you to quickly acquire a client’s latest valuations, straight from the source, while whole of market fund research – of 1,350+ risk profiled investments – is at your fingertips.

Client reports, at the touch of a button, are professionally created as PDFs, which can immediately be emailed to a client.

[nectar_single_testimonial testimonial_style=”basic” quote=”Having a system where you can share your screen on Zoom and present to clients professionally, has been very well received. Clients have been so happy. They’ve said let’s do this again after lockdown.” name=”David Mills” subtitle=”Ridgeways”]

Read the full case study

Get in touch

Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze.

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Powerful. Easy to use. Trusted by more than 6,500 advisers. Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Click on the hexagons below to find out more.

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Client Profiling Review Cash Flow Research
Client Profiling Review Cash Flow Research