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Customisation

In line with your firm’s process, Dynamic Planner can be powerfully tailored however you wish. You have control.

Access institutional-quality research, spanning investment solutions, products and platforms, and power your centralised propositions. Define different target markets of clients and, in keeping with PROD and today the Consumer Duty, consistently put their outcome, and the value you add for them first.

In magazine-quality reporting, tailor clear communication with your clients. Maximise efficiencies and encourage seamless client engagement through digital touchpoints.

Engage with clients through tailored touchpoints

Servicing clients digitally can be a challenge. How can you achieve it and engage effectively with investors? And efficiently, so initially lower net worth clients become more viable for you? Through Dynamic Planner, your firm has a solution. Engage with clients through tailored touchpoints, convenient for everyone. Capture information at a time and on a device which suits your client, while relieving the administrative burden for your firm.

Post-Covid, more conversations are happening via video calls as many advice firms retain a hybrid way of working. Through technology, a client can come to a meeting happily prepared. ‘Know your client’ is heightened to ‘know yourself’, encouraging clients to understand their priorities more deeply, while becoming more actively involved in the planning process. Enable your scheduled meetings to focus on conversation and discussion, not administration.

Invite a client to take an action and complete any combination of Dynamic Planner’s risk and sustainability questionnaires. Ahead of a review, ask a client if their circumstances have changed. What about their objectives? Replay back to a client what you both agreed previously and invite them to review and make any updates before you meet. Drill deeper and invite a client to enter their existing savings and investments – and income, expenditure and financial goals.

Everything seamlessly pulls through back to Dynamic Planner, while also giving your firm the opportunity to review information first before adding it to a client’s record.

Screens are framed by a beautiful user experience. Simple, clear and engaging. Go beyond and bring them vividly to life in your firm’s voice. Tell a story to a client through tailored wording, colour and through a friendly face, and the inclusion of the adviser’s picture.

The power will be in your hands

Firms feed back that their clients value the reports you can create for them in Dynamic Planner. At different points in the planning process, they communicate information and insight concerning their client profile, their review, your recommendation, and their cash flow plan. 

In 2023 in Dynamic Planner, the power will be in your hands, building reports the way you want, in line with your compliance process. The new ability balances comprehensiveness of functionality, with simplicity and ease of use.

Create and house a library of reports, tailored to your different clients’ needs and understanding. Create a shorter or a more in-depth review report, for example. Tailor language and analysis, and communicate with clients in a way that they grow to value and trust.

Control the process from start to finish. Intuitively toggle sections of default reports ‘on’ or ‘off’. Lock a section in, so it is always included. Dive deeper and edit specific wording, and add final, professional polish and tell a story to a client. Magazine-quality reporting. Powerfully in your firm’s voice.

Before, we completed risk questionnaires with clients during a meeting, but now perhaps 75% of our advisers email the client ahead of it, to complete the questionnaires on their own. That completely changes the conversation and allows you to go to that meeting with a report and talk it through with the client.
Jack Igglesden
Radcliffe & Co
The risk questionnaires are great and do that job really well. We used a different tool before and it was okay, but it doesn’t give you the depth Dynamic Planner provides.
Michael Kennedy
Kennedy Independent Financial Advice Ltd
Bringing in a sustainability questionnaire is a masterstroke from Dynamic Planner. It provides you with a brilliant platform to have those conversations around ESG.
Andrew Watt
Watt Money

Where next?

Open API

Integrations

Events

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Reach out for a conversation. Discover how you can powerfully tailor Dynamic Planner to your firm and clients.

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