An online financial planning service will be launched in the UK next week, to help independent intermediaries build action-orientated financial plans for clients and prospects.
Called Dynamic Planner, the online software launched by Ben Goss – former md of MPower – and the team at Distribution is designed to meet all the needs of financial planners, help firms build their fee status and to help clients understand their priorities, goals, whether they are on track to meet their targets, and what action they still need to take. CFP-led financial planning Q&A requirements have been built into the software following consultation with Campbell Edgar, president of the Institute of Financial and director at Bloomsbury Financial Planning, while additional testing and fee...
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