User guides & Resources

In our user guides, you will find clear and concise instructions accompanied by screenshots of the system, making it easy to follow each process in detail and guiding you seamlessly through Dynamic Planner. Guides are reviewed regularly to ensure that they are accurate and up to date with latest features and developments. You can use the links below to find the documents you are looking for.

1. Miscellaneous
2. Client Profiling
3. Fact Find Invitations
4. Client Review
5. Cash Flow
6. Recommendations
7. Integrations
8. Fund Research
9. Product Research and Target Markets
10. Insights MI
11. Tram