SimplyBiz and Distribution Technology have had a long and successful partnership over the past nine years, during which time they have served members with Dynamic Planner risk profiling and asset allocation investment services.
As previously communicated, the relationship ends on 21 May 2019 and both organisations are absolutely committed to firms having unobstructed choice in selecting whichever software system is most appropriate for your business in the future (read the December 2018 statement).
To help you choose, what are the benefits to continue using Dynamic Planner in your firm?
o Ensure no disruption to your business - continue to use the same risk analysis for your clients
o Access to all of Dynamic Planner - including the new, acclaimed 15-question ATR questionnaire
o An end to end proprietary model - ensure nothing is lost in translation when deciding on the most suitable outcome for your clients
o The new Client Review Report - MiFID II compliance in one easy to produce document
o Cashflow planning not product planning – start with the client, not the product
o Access to institutional level asset analysis - 48 asset classes with 13,000 correlations, reducing credit and liquidity risk. A tried and tested model with 16 years of proven results
For existing Dynamic Planner users, and to help you choose, they have a preferential price exclusive to you, and would like to tell you how quick and easy staying with Dynamic Planner is. You choose the tech in your firm. For more information follow this link.
If you or any of your colleagues would like to talk to a Dynamic Planner Business Consultant about your options and next steps please fill out this short form and they will be in touch.