Dynamic Planner, the UK’s leading risk based financial planning system, has refreshed and relaunched its website to better serve adviser needs.
Mirroring how its one system technology works, the revitalised website now follows the ‘advise, research, tailor’ adviser and client journey within Dynamic Planner.
Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said: “The revitalised website has been designed to help advice firms get the very best out of using our one system technology. Mirroring the Dynamic Planner journey of advise, research and tailor, advice firms will enjoy a raft of enhancements including simplified navigation and our new Support Hub. We constantly take on board what advisers tell us they need and are excited to see their feedback and suggestions go live.”