Service
Dynamic Planner Updates: July 2020
By Product Manager Josh Knight When we first released the review process last summer, we spent a lot of time thinking (and testing) how to ensure it was easy to use. Hopefully, you can tell. We know from talking to users though that there are always times when a little help and gentle pointing in […]
Dynamic Planner ‘Elements’ – 1 year on, 5 key updates
By Product Manager Josh Knight It is hard to believe that this month already marks a year since we first made Dynamic Planner’s Client Review process available. ‘Elements’ is our rolling, two-year programme of major updates and enhancements to Dynamic Planner, focused on providing you with a sleek and modern set of business processes that […]
5 Ways Dynamic Planner can help you while working from home
This year and particularly since mid-March, the whole financial services industry and indeed world has changed in ways few of us could have imagined. The provision of financial advice has always been a very sociable and personal service. Many times in discussions with Dynamic Planner users over the years, I have been told that firms’ […]
2020 market shocks shine light on underlying dangers for clients in decumulation
When we think of investing, we think about building up and growing a lump sum. A technical term used for this is accumulation. However, an increasing number of clients are now at a time when they need to spend that money – and a technical term for this is decumulation. Many clients in decumulation are, […]
Working from home? What 3 users say about Dynamic Planner’s customer support
Working remotely has, today, suddenly shifted from a nice-to-know option for many of us – to an essential choice we are nearly all having to make. But what about the technology and devices you are using? Do they work as smoothly outside the comfort of the office? If, for whatever reason, they don’t and you […]
Dynamic Planner Updates: March 2020
This month, we can announce a new feature within the client review process to help you and your firm in more turbulent market times. We have updated our review report template to provide space for your firm’s own market commentary. This provides you with space in the report to outline prevailing market conditions for your […]
“Dynamic Planner’s Client Review has revolutionised my service for clients. I’m really proud of what we’re doing now”
Annual suitability reviews for clients are today being delivered by advice firms against a backdrop of greater fee transparency and more volatile markets than was typical in the long bull run following the global financial crisis. As a result, firms have come under pressure to deliver reviews – very often representing their core income – […]
Dynamic Planner Updates: February 2020
We’ve had a great start to the new year with our Annual Conferences in Manchester and London and multiple product announcements to keep us busy! Alongside developing all these new services, we’re continuing to develop and evolve our current features. One common theme across all new areas of Dynamic Planner is the quality and presentation […]
Transforming your firm’s client relationships in 2020
At the heart of any successful business are great client relationships, which is why I want to share with you some of the amazing successes firms are having with Dynamic Planner – using it to take engagement with their clients to the next level, while removing huge amounts of time, cost and risk in the […]
Dynamic Planner unveils 2020 plans at Annual Conference
28 January 2020: Dynamic Planner’s multi-million pound Elements upgrade programme is on track to deliver one system covering all financial planning needs for a firm. It includes; risk profiling and reviews, whole of market product, platform and DFM research, alongside independent investment research and an upgraded cash flow module. Firms will no longer need to […]