Dynamic Planner adapts report tool for differing channels

Version 2.0 of the financial planning software has been revised to allow advisers running both independent and multi-tie distribution channels to adapt the set-up of their own Dynamic Planner functionality towards each distribution channel. “If an adviser is running both an independent and multi-tie channels, they can use the same tool because the tool can be set to create different portfolios, which also offers a simple set of portfolios for multi-ties which can be set up according to their needs,” says Ben Goss, managing director of Distribution Technology. Alterations have also bee...