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Financial Institutions

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Dynamic Planner works closely with platforms and product providers, connecting their adviser services, product wrappers and digital propositions to the 6,500-plus financial advisers who use Dynamic Planner. It provides two core services to financial institutions.

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WealthConnect

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A two-way integration between Dynamic Planner and the financial institution which allows advisers to submit transact recommendations made within Dynamic Planner onto their chosen platform – without the need to rekey any data. Platform application processes are seamlessly pre-populated to minimise the time, effort and errors associated with manually rekeying transactions. WealthConnect can facilitate:

[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”]Account opening and new client set-up
[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”]Quotes and illustrations
[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”]New business applications (new money, transfer, switch and top up)
[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”]Automated daily valuations

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Financial Planning Tools

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Dynamic Planner can provide a range of off-the-shelf digital financial planning tools and API solutions that institutions can use within their adviser or customer-facing propositions. These include solutions for:

[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”]Risk profiling
[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”]Retirement income optimisation
[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”]Investment forecasting
[icon color=”Accent-Color” size=”tiny” icon_size=”” image=”fa-check”]Digital advice for stocks and shares ISA

[divider line_type=”No Line” custom_height=”114″][nectar_single_testimonial testimonial_style=”basic” image=”6568″ quote=”When we, as a firm, risk profile new clients – and regardless of where they sit on the scale, be it a 3, 4, 5 or 6 – we know that the investment we are recommending has been carefully mapped by Dynamic Planner.” name=”Tom Orchard” subtitle=”Annetts and Orchard”][divider line_type=”No Line” custom_height=”40″][nectar_single_testimonial testimonial_style=”basic” image=”6565″ quote=”Dynamic Planner plays an integral part in our first meeting with clients, the iPad app is great and we typically use that with a client interactively” name=”Lee Waters” subtitle=”Barwells Wealth”][divider line_type=”No Line” custom_height=”40″]
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Integrations

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Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.

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