Thanks for visiting our stand at intelliflo innovate 2024.

Here, find content we wanted to share with you: an example of each report you can create for a client in Dynamic Planner; a brochure guiding you end-to-end through the award-winning system; and a white paper on eye-tracking research we’ve completed to support better outcomes for your clients.

Have a read, download, and share with colleagues. Start to discover the value technology today can add to your business. Have a question? No problem. Speak to the team on our stand. They’d love to learn about the challenges you face and say hello.

Guide

Your guide to Dynamic Planner. What value can you gain from the system Including, overviews of each process, 2024 upgrades, and the value you can gain from Dynamic Planner.

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Tram

Say hi to Tram, the first, white labelled financial planning app in the UK. Invite clients to check that their plan’s on track, read personalised articles, message you, and view reports you’ve shared.

Download a one-pager

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Eye tracking guide

How do your clients interpret past performance? Is the information you provide valuable, or could it be leading them to make poor decisions? View this report by Dr Louis Williams, Head of Psychology and Behavioural Insights.

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Client profiling

Document and report to a client their risk and sustainability profile; the Dynamic Planner benchmark asset allocation for their profile; and the last 12 months’ performance for the benchmark allocation.

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Cash flow

Document and report to a client their current income and expenditure; how long their portfolio is projected to last; a visual income and expenditure forecast; and their wealth forecast.

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Client review

Document and report to a client at their annual review – are they on track; the change in value of their portfolio; its asset allocation; performance over the last 12 months; and next steps.

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Recommendation

Document and report to a client your recommendation for their portfolio; your recommended changes; the reasons behind them; things for them to first consider; and costs and charges.

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Target markets

Document and report internally your firm’s analysis of a defined target market of clients; its definition and demographic; positive and negative screening criteria; and associated product and platform research.

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