- Consumer Duty MI & board reporting: Monitor fair value, target market alignment, and ongoing suitability.
- Advice file oversight & thematic review automation: Eliminate manual sampling with exception-based QA.
- Ongoing service & fee monitoring: Reconcile promised versus delivered service and detect fee leakage.
- Client outcome analytics: Track progress versus objectives, portfolio performance, and drawdown sustainability.
- Competency tracking: Link staff activity and client outcomes for accountability and monitoring.
- Data-driven segmentation and personalisation: Identify opportunities for top-ups, consolidation, and advice triggers.
Enterprise-grade data for wealth & financial advice firms
Dynamic Planner’s Data Feeds give you unparalleled visibility of your firm’s advice processes and client information.
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Why choose Dynamic Planner’s Data Feeds?
Dynamic Planner’s data lake is secure, well-used and brimming with actionable business insights. Our Data Feeds provide you access to the same information we use to build and improve your industry-leading ISO 27001 certified platform.
- Full transparency: Access comprehensive data across clients, advice journeys, recommendations, valuations, outcomes, and charges.
- Regulatory confidence: Evidence advice suitability, demonstrate fair value, and automate oversight for Consumer Duty and FCA compliance.
- Seamless integration: Delivered as normalised CSV tables, grouped into datasets for easy ingestion into CRM, MI, BI, and data-lake environments.
