Fact Find that’s fast, complete and easy to use
Capture everything you need, once. Dynamic Planner Fact Find makes it easy for clients to share the right information, and for you to use it immediately across your advice journey, with no re-keying and a clear audit trail.
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Dynamic Planner Fact Find enables your clients to complete risk profiling and client 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 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 digital approach 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 fast and secure way to engage in the client profiling process
- Zero rekeying – Dynamic Planner becomes the source of truth for digital profiling
- Gather a holistic picture of each client, including incomes, expenditures, assets, liabilities and protection policies
- Share documents and request digital approval from your clients
- 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
