Invite clients to engage with the process from the start and securely enter their income, expenditure and their goals themselves. Client-friendly screens can be tailored to your firm and to the individual client. It could not be simpler. Further, cash flow planning is integrated with the rest of Dynamic Planner, so all of a client’s information and latest valuations, already in the system, automatically pull through. There is no need to rekey.
As financial planning technology has become more widely adopted, it has come under increasing scrutiny. The FCA has warned of ‘miscalibration’, when the inputs and outputs of different pieces of technology adopted by a firm fail to align, a potential indicator of harm under the Consumer Duty.
Dynamic Planner eliminates this by using a single definition of risk. Adopting it, you can align a client’s cash flow plan to their risk profile and avoid having to decide and enter your own growth assumptions.