- Risk and Sustainability Profiling
- Suitability Reporting
- Portfolio Review
- Fund Search
- Product & Platform Research
- Cash Flow Modelling*
*Included in the £160 +VAT package
A named consultant will coordinate your training and ensure the smoothest onboarding process possible. The Client Success team will continue to provide dedicated support post live.
Please note an onboarding fee of £130 (excl. VAT) will apply for the first year, per user, payable over 12 months within the monthly licence fee.
Using Dynamic Planner, [our process is] more streamlined. We’ve been able to turn off three to four pieces of software we were using, saving between £200 and £250 per month
Bainlye Drake Wealth