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Spring 2024 Training Academies – Resources

Welcome to a special Support Hub page created for you helping you put into practice what was covered at the Spring Training Academies. You can read and download examples of the reports you can create for your clients in Dynamic Planner. Quick reminder: if you did not complete a Feedback Form at the event, we’d really appreciate it if you had two free minutes. Find the Feedback Form here.

In order to access the resources below you will need to login to the Support Hub using your Dynamic Planner credentials. 

If you would like any further assistance with anything covered on this page, or have any additional feedback regarding the Training Academy you attended, please email trainingacademy@dynamicplanner.com.

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Client Profiling

Risk and sustainability profiling questionnaires. Review inconsistencies. Capture notes, preferences and risk profile benchmarks.

Client Access

Send a request to a client, inviting them to complete the questionnaires or provide information. Change default branding and text.

Client Review

Start a new review. Check valuations. Set objectives and outcomes. Create and customise reports, ready for email or print.

Integrations

Set up credentials for platform and provider valuations requests. And enable integrations to your back office / CRM.

Cash Flow

Start a new cash flow plan. Identify the impact of savings, investments and intended spending on a client’s goals.

Fund Research

Research solutions, including Risk Profiled, Risk Target Managed and Risk Managed Decumulation funds.

Product Research

Research products and providers from across the market. Create target market reports and product lists.

Recommendation

Record recommendations for changes to a client’s portfolio. Generate a report, customised with your notes.

Additional information

FCA thematic review of retirement income advice

The FCA’s thematic review of retirement income advice also highlighted its concerns about how firms prepare and use cash flow modelling. It has provided guidance on how to improve the quality of cash flow modelling for clients. Read our blog to discover how Cash Flow in Dynamic Planner tightly mirrors the recommendations in the report.

Consumer Duty

In September 2023, Chief Proposition Officer Chris Jones joined a webinar hosted by the Consumer Duty Alliance, cutting through the noise and pinpointing what really matters. You can watch the recording here.

Download our Consumer Duty checklist, a 96-point checklist to reassure you that you are able to meet Consumer Principle 12. 

Useful documents

Example Cash flow report

Download the PDF

Example Client Review report

Download the PDF

Example Recommendation report

Download the PDF

Recent enhancements

  • Single Strategy Mapped – Dynamic Planner’s Single Strategy Mapped Service is designed to assist the advice industry in making the most accurately informed decisions when it comes to single strategy fund selection. The Single Strategy Mapped Service takes single strategy fund selection to the next level, giving advice firms the ability to create diversified portfolios with far greater accuracy, and clearer, more representative risk look-through to ensure suitability.
  • DFM MPS past performance – In Dynamic Planner, you can now powerfully report on past performance of DFM MPS solutions in client reviews. Performance analysis of approximately 900 discretionary models, currently risk profiled in Dynamic Planner, is available for you. 
  • Low code – Dynamic Planner’s low code integration platform enables your firm to integrate Dynamic Planner with other systems you use to manage your client relationships. Compared to Open API, low code integration provides an even simpler way today to integrate technology in your firm’s stack.

Keep your eyes peeled in 2024 for …

Tram

Your new app powered by Dynamic Planner

Cash Flow enhancements

Compare & contrast different scenarios
Dynamic Planner

intelliflo office Integration

A client’s income, expenditure and risk profile going from Dynamic Planner to intelliflo office

MI [Management Information]

Analyse system usage & client trends

Utilise the full potential of Dynamic Planner

Join members of our Client Success team in these short how-to webinars. Come back to learn about basic and new features. Please note, webinars are for licenced users of Dynamic Planner only.

Client Profiling Webinar

Add your branding to Client Access, send a Client Access invitation, import client’s responses and produce a Client Profiling report.

Client Review Webinar

Update arrangements, set benchmarks and objectives, add charges, analyse the client’s portfolio and produce a Client Review report.

Cash Flow Webinar

Add arrangements, incomes and expenditure, link details to life phases, capture goals, review the portfolio forecast and produce a Cash Flow report.