Dynamic Planner's autumn release is now live and helping advisory businesses plan, sell and service their customers even more successfully ahead of RDR.
We have extended our award winning financial planning tool set with a powerful new pensions consolidation tool (more on this in the next few weeks) and our first valuations integration with Ascentric the whole of market wrap. We have also added new easy-to-use wizards to aid customer set up, workflow and fact finding.
Financial Adviser recently ran an article on Chartwell's use of Dynamic Planner over the phone to service those customers where it was proving unprofitable to support them face to face. In combination with the Ascentric integration Chartwell advisers are able to provide plan, sell and service their customers using a single easy-to-use application - ideal preparation for RDR.
Shelley Robertson
Marketing Manager
Our thoughts on financial planning and front office technology
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