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.