Client-centric product and platform research

Guided by PROD, our time-saving Product and Platform Research module has client needs at its heart.

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Cut through the noise to what matters

During development, Dynamic Planner consulted with advice firms and their message back was clear: you want clarity, not more complexity.

Our Product and Platform Research module does not ‘score’ products or providers by the number of features they have. Instead, it lists on screen, in clear descending order, which ones include the most features you have highlighted and prioritised.

First, filter by wrapper type. Then, using simple dropdowns, select individual preferences, like e-signatures, client portal and fund availability. Indicate if you want specific Dynamic Planner risk profiled solutions to be available. As you pick features, Dynamic Planner updates your search, showing you which products or providers most closely match. 

Research that brings clarity, not confusion

  • Research products and providers from across the market 
  • Let client benefits be your compass
  • Cross reference the investment solutions and funds available through different products and platforms
  • Use information sourced directly from providers
  • Evidence your completed research in high quality reports
  • Efficiently link your research to your client target markets

Ensure your client is matched with a suitable solution

The Consumer Duty underlines your clients’ place at the heart of the advice process. Guided by existing PROD regulation, Product and Platform Research in Dynamic Planner mirrors this, putting clients front and centre.

At a firm level, you can manage your centralised propositions, segmenting clients into defined target markets and tying your research to them to consistently deliver good outcomes at scale. Pull through target market value statements and provider documents to support your research.

“In Dynamic Planner you can quickly focus your list: this is what’s important to the client. You’re not going off-piste and putting filters in which are more useful for you as an adviser. That’s really valuable.”
Paul Sweeny, Chartered Financial Adviser
Sweeny Wealth Management
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Next steps…

Client Review

Recommendations

Cash Flow

Digital Client Engagement