Service

Risk Profiling “Dynamic Planner’s Risk Profiling process works well,” said Dean Mullaly, of Mark Dean Wealth Management in London. “Yes, it’s longer than others, but I think it needs to be, in this day and age. It is good because it assesses also a client’s investor experience and their capacity for loss, so it gives […]

We are passionate that the reports that Dynamic Planner helps you create, show you in the best possible light with clients. As such, we’ve made a number of small improvements, which are all live now, to the formatting, layout and wording of the Client Review report to help ensure that you generate a report you […]

Over the past few weeks at Dynamic Planner, we have been working to make the Client Review process smoother and more engaging for your clients. Resuming report editing The review report editing process has been updated, allowing you to resume a previous session where you last left off. For example, now you can configure and […]

Read time: 1min 45sec It’s been a busy month following the launch of Dynamic Planner Elements and our new Client Review process. We’ve received a lot of great feedback based on your first few reports and we’re continuing to make improvements and enhancements to the process moving forward. You might notice that changes occur more […]

Read time: 5min It’s good to get out of the office occasionally. Get out of yourself. Away from the often never-ending distractions of work, the job – the business. It’s an opportunity to break out of your routine briefly and take a different route first thing in the morning. Meet some new faces; finally put […]

Read time: 1min In the build-up to Dynamic Planner’s new Client Review being launched on 7 June, we spent many hours compiling many thousands of words to encapsulate precisely what it achieved for advice firms. Now we are post-launch and our new Client Review is available to all users on general release, we thought we […]

Read time: 3min 15sec At Dynamic Planner, we are proud in our 16-year history to have helped thousands of UK firms advise more than one million end clients using our service. But we are not stopping there. Eighteen months ago, the message we received from you and your firms was unequivocal: you needed a new […]

Read time: 1min Following our announcement at our 2019 Annual Conference back in January and February, and months of user feedback and input, we’re excited to be able to share a new Client Review process with our whole user community. We’ve heard how important the review process is to advice firms’ businesses and how central […]

Read time: 3min 45sec Following the success of its Early Adopter Programme, unveiled earlier this year, Dynamic Planner Elements has launched to advice firms based across the UK. Designed in close partnership with advice firms for advice firms, Dynamic Planner Elements will fully support advisers in: Delivering better informed and more enjoyable client review meetings […]

Dynamic Planner has been selected as the best by award-winning financial adviser group Tenet to provide its members with risk profiling and asset allocation investment processes.  All Tenet appointed representatives and directly authorised clients of TenetSelect will be able to use Dynamic Planner to risk profile their clients, enjoy full, two-way integration with Intelligent Office […]