Client Profiling
Discover risk and sustainability profiling in Dynamic Planner. Invite your firm’s clients to join the one million-plus people who have benefitted from the market-leading process. Powerfully engage with your firm’s clients.
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Client Review
Save time meeting MiFID II requirements. Demonstrate your firm’s value in the financial planning process with magazine-quality reports. Using compelling analysis and simple language, communicate clearly with clients.
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Recommendations and suitability
Recommend new investments, a rebalance, fund switch, contributions and withdrawals. Clearly communicate a recommendation to a client, reiterating the look and language of all your other Dynamic Planner powered reports.
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Investment Research
Complete research your firm can trust. 1,650+ investment solutions and 900+ MPS offerings from discretionary managers, risk profiled.
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Product and Platform research
Quick. Robust. And beautifully intuitive. Put client benefits at the heart of your investment and retirement product research.
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Cash Flow Planning
Add real value for your firm’s clients. Paint a powerful picture of their finances over the course of their life. Align with their portfolio’s risk profile. Invite clients to get involved in a fresh, new way.
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Integrations
Seamlessly integrate Dynamic Planner with your firm’s back office, platforms and providers. Save time. Avoid rekeying. Securely flow your clients’ data into and out of Dynamic Planner.
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Digital Client Engagement
Engage your clients, create capacity in your business and demonstrate your ongoing value through compelling digital touchpoints. Invite your client to complete ATR questionnaires and engage with their plan through Tram.
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