Dynamic Planner
By Dynamic PlannerFinance
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free to install
- Listed since
- 2023
About Dynamic Planner
Match people with suitable solutions, through engaging financial planning
End-to-end wealth and financial planning. Profile clients [risk, sustainability and vulnerability]. Review and recommend suitable products, platforms and investment solutions
Highlights
- Scale - Anchored by Dynamic Planner, the biggest industry names have reported eye-catching results.
- Control - Drive conversion. Control the flow of client assets.
- Productivity - Proven gains. Up to +275%. Streamline the wealth and financial planning process.
- Oversight - Deliver regulatory, board level oversight across wealth and financial planning businesses.
- Suitability - Evidence suitability in a single system. Eliminate miscalibration risk and unsuitable investment recommendations.
- Engagement - Reduce attrition with engaging financial planning and innovative digital experiences.
Screenshots
Image 1 of 4
Pricing
Free to install.
| Plan | Price | Billed |
|---|---|---|
| Dynamic Planner | £119 per user | Monthly |
Compatibility
- Works with
- Financial Services Cloud
- Requires
- Financial Services Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Industries
- Financial Services
- Languages
- English
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