The move to fee-based business models and the focus on understanding and communicating risk has driven many advisers to look for tools to help support them in generating accurate, professional financial plans.
In some cases, advisers are procuring stand-alone tools, whilst others are utilising tools that are integrated with the wider Point of Sale (POS), or back-office systems used within their company. Some also rely on tools sitting on insurers extranets and there are some interesting developments in this area. Regardless of which route they take, Distribution Technology's Dynamic Planner product may well be the tool at the heart of one of these system. Dynamic Planner is a web-based financial planning tool, allowing the creation of professional plans quickly and easily. It is placed uniqu...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
