The Consumer Duty underlines your clients’ place at the heart of the advice process. Guided by existing PROD regulation, new Product and Platform Research in Dynamic Planner mirrors this, putting clients front and centre.
It provides you with an unblinkered view of the market. Information, sourced directly from providers, is efficiently at your fingertips. At a firm level, manage your centralised propositions, segmenting clients into defined target markets and tying your research to them to consistently deliver good outcomes – and efficiently, at scale.
Working from a blank canvas, Dynamic Planner took a different approach here, simplifying the research process and pinpointing features you can demonstrate lead to good client outcomes.