Request demo

High quality online and mobile client engagement

Our client-facing modules are designed to help you engage your clients, create capacity in your business and demonstrate your ongoing value.

Request Demo

Simple, efficient remote profiling

Dynamic Planner’s Client Access enables your clients to complete risk and other profiling remotely, helping you to drive engagement and freeing up your time.

Questionnaires are interactive, mobile-friendly and fully configurable to your firm’s preferences and branding. Your clients are supported through clear language and short videos to communicate key messages and guide them at every step.

Our digital questionnaires have gathered data from a significant portion of the market, and our digital engagement process has been honed through millions of questionnaire responses. Dynamic Planner’s Client Access is tried and tested, and has proved popular with both clients and firms.

Digital experiences tailored to your client

  • Add your own branding and adviser photo to digital questionnaires
  • Give your clients a secure, hand-held way to engage in the fact find process
  • Zero rekeying – Dynamic Planner becomes the source of truth for digital profiling and fact find
  • Immediate feedback when your client completes a questionnaire, with the results instantly available in Dynamic Planner for use in Profiling, Review and Cash Flow Reports

Tram – a financial plan in the palm of your client’s hand

Tram is the UK’s first white-labelled financial planning app, putting the client’s financial plan in the palm of their hand.

Developed through extensive user research and utilising best practice design principles and secure technology, Tram supports you to add value in your client relationships, attract and serve the next generation of clients, and improve efficiency in your business.

Whether they’re on the sofa or on the move, your clients can check their latest portfolio valuations, asset exposures and portfolio risk level. And you can communicate directly through the app with secure messaging, document sending and customisable content.

Find out more about Tram

Embrace the digital future of financial planning

Drive productivity and prompt better client conversations with Client Access and Tram.

Get in touch
I would recommend Dynamic Planner to another firm, because of where the world is going, in terms of technology. Alongside the output Dynamic Planner gives you and the Client Review process, I would wholeheartedly recommend it.
Jack Igglesden, Radcliffe & Co
Radcliffe & Co
Read Case Study

Next steps…

Client Profiling

Client Review

Cash Flow

Integrations