Solution introduction
Matching people with suitable solutions, through engaging financial planning
So people can fund the life they want
Dynamic Planner is a provider of market-leading wealth and financial planning technology, driving growth across vertically integrated and consolidated groups, networks and individual firms. It enables the delivery of:
- Scale – Anchored by Dynamic Planner, the biggest industry names have reported eye-catching results.
- Control – Drive conversion. Control the flow of client assets.
- Productivity – Proven gains. Up to +275%. Streamline the wealth and financial planning process.
- Oversight – Deliver regulatory, board level oversight across wealth and financial planning businesses.
- Suitability – Evidence suitability in a single system. Eliminate miscalibration risk and unsuitable investment recommendations.
- Engagement – Reduce attrition with engaging financial planning and innovative digital experiences.
