“Clear, crisp and simple. My information being available was seamless and easy to get to the point where I could get started. I can see myself checking this on a weekly basis.”
Save time
Improve efficiency and free up time for your advisers at scale through fast, easy and effective communication.
Demonstrate value
Improve retention and demonstrate value under Consumer Duty with an enhanced digital client experience.
Increase revenue
Deepen relationships with existing clients and attract the next generation with an engaging, mobile-first interface.
Dynamic Planner insights
Take a peek and learn more about how the next generation of end investor wants to interact in the world of the smartphone, in this white paper from Louis Williams, Dynamic Planner’s Head of Psychology & Behavioural Insights. Or, read our latest blog on how innovative eye-tracking research informs people’s understanding of portfolio performance.
Tailored, targeted content
Support your clients’ understanding of financial planning and advice. Create, edit and share engaging articles personalised just for them.