The Dynamic Planner system has been built entirely with the end investor at its heart. It began with the aim of the client being happy at every review and building everything to make that true. It uses MiFID II and PROD as instruction manuals, and using it today means that you should naturally meet the Consumer Duty.
From the first contact and throughout the client’s journey, consistent, proven and leading-edge behavioural psychology and capital market assumptions are used so that nothing is lost in translation.
The risk and the harm are in the gaps, so Dynamic Planner removes them. It can accurately risk profile any combination of assets and underlying holdings, working closely with asset managers, so whatever your investment proposition, partnership or vertical integration, Dynamic Planner can support it seamlessly.
Dynamic Planner has an open API [Application Programming Interface] and already integrates with major platforms and back offices, enabling it to be the client-focused digital advice component of your overall technology. If you don’t have Dynamic Planner in your business, how do you expect to compete with or attract all the firms and advisers who do?