Product and Platform Research

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.

Put your clients at the heart of the process…

The beauty is in the simplicity. Dynamic Planner Product and Platform Research enables you to step back and make sense of the maze of features available today. During development, Dynamic Planner consulted with advice firms and their message back was clear: you want clarity, not more complexity.

Dynamic Planner’s Product and Platform Research 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. View your search results by product, or by provider.

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. 

  • Complete market-wide research on investment and retirement products
  • In line with regulation, efficiently focus your research on client benefits
  • Quickly view your search results by product, or by provider
  • Rank which products or providers most closely match highlighted features
  • And link your research to defined client target markets

… leading to good client outcomes

Once complete and in line with PROD, save and match your research to your firm’s client target markets. In Dynamic Planner, you can group clients by age, wealth, risk and sustainability profile, and more. When complete, magazine-quality reports pull through your firm’s ‘justification’, summarising completed research and supporting a final recommendation to a client.

We have our own Investment Committee and create fund shortlists and stick to them as much as possible. Very nearly all funds on those shortlists are risk profiled in Dynamic Planner.
Jack Igglesden
Radcliffe & Co

Where next?

Investment Research

Sustainable Investing