Powerfully personalise your financial planning process to your firm. The new version of Dynamic Planner puts your firm in control. Create and manage a range of bespoke reports, ready for use with clients. Tailor client-facing screens and introduce fresh, new digital touchpoints with your firm.
Manage integrations with your platforms, providers and back-office, in one efficient place. With Dynamic Planner at the heart of your firm’s technology, deliver advice the way you want to.
