Service
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 […]
Dynamic Planner Updates: December 2019
It has only been a few weeks since our last Updates post – but, already, Dynamic Planner is looking a little different! First, as you may have seen in the industry press and across on our blog, we have launched a new range of multi asset indexes in partnership with MSCI. Currently, investors and advisers […]
You knocked me off my feet’ – The true value of great customer support
Particularly at this time of year, we all know what a lifesaver it can feel like to have someone we know and trust to turn to if we are struggling with a problem. It can be such a relief to receive good support and advice, and simply have someone who listens and who understands. It […]
Dynamic Planner partners with giant MSCI to launch industry-first benchmarks
Dynamic Planner has launched a new range of Multi-Asset Indexes in partnership with MSCI – to transform the ability of investors and advisers to compare and understand the performance and risk profiles of funds and portfolios. Currently, investors and advisers are faced with a multitude of benchmarks self-selected by fund managers. The absence of a […]
Refining your fund research: How do you best invest your time?
Demonstrating the real value you add, as a professional advice firm, to clients is naturally something you are consistently keen to achieve. As their portfolios grow under your management, so do the fees they pay you. There are many ways in which you and your firm can and will successfully already do that. Professional, personalised […]
Dynamic Planner Updates: November 2019
The November update from Dynamic Planners’ very own, Joshua Knight