Wealth & Private Banking › Financial Planning & Advice › Goal-based Planning
Dynamic Planner
Digital advice and planning platform for UK advice firms, linking client risk profiles to goal-based cash flow plans.
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Overview
Dynamic Planner is a financial planning and advice platform for financial advisers and wealth managers. Its cash flow planning module models a client's finances over their lifetime and links the plan to the client's risk profile. It pulls valuations, arrangements and other client data through from elsewhere in the platform and produces reports for clients.
The platform also includes digital fact finds, risk and sustainability profiling, client review reports, fund and platform research, suitability reports and a client mobile app, and connects to back-office systems, platforms and providers.
Key Features
- + Cash flow planning
- + Risk profiling
- + Suitability reporting
- + Client fact find
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