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Average Ratings 0 Ratings

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features
design
support

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Description

Dynamic Planner is the essential financial planning solution that guarantees investment suitability, enhances operational efficiency, and showcases value to clients. With Dynamic Planner, you can confidently create engaging financial plans that ensure your clients' investment suitability. What typically takes hours for an investment review can now be completed in under 45 minutes, streamlining your workflow. The platform is user-friendly and easy to integrate into your existing systems. Moreover, the insightful reporting features in Dynamic Planner empower firms to strengthen client relationships and deliver increased value. We invite you to discuss how our comprehensive financial planning process can benefit your organization, simplifying the implementation and onboarding experience. By utilizing Dynamic Planner's award-winning psychometric risk profiling questionnaires, you can maintain a consistent understanding of risk throughout your financial planning journey. In today's financial landscape, accurately profiling your client's risk tolerance has never been more critical for successful outcomes. This innovative approach not only enhances client satisfaction but also significantly boosts the efficiency of your financial planning operations.

Description

Consolidate your client accounts through tailored integrations to generate insightful reports that showcase your value to clients. Highlight the potential impact of your suggestions on a prospect's financial growth by providing hypothetical sales scenarios that incorporate elements like investments, withdrawals, reinvestment of dividends, taxes, and more. Align your clients' aspirations with comprehensive firmwide strategies that are directed towards achieving their financial goals using investment models, lists, and methodologies. Additionally, utilize Monte Carlo simulations to demonstrate the potential success of various strategies. With Morningstar Goal Bridge, you can engage in goals-oriented discussions with clients and seamlessly link those ambitions to a clear and effective investment strategy, all within an intuitive and robust workflow. This approach not only enhances client engagement but also reinforces their confidence in your expertise.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Iress Yes 
MoneyGuide No 
ProTracker Advantage No 
Redtail CRM No 
RightCapital No 
Salesforce No 
TD Ameritrade No 
eMoney No 

Integrations

Iress No 
MoneyGuide Yes 
ProTracker Advantage Yes 
Redtail CRM Yes 
RightCapital Yes 
Salesforce Yes 
TD Ameritrade Yes 
eMoney Yes 

Pricing Details

$198.30 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Dynamic Planner

Founded

2010

Country

United Kingdom

Website

www.dynamicplanner.com

Vendor Details

Company Name

Morningstar

Country

United States

Website

www.morningstar.com/products/advisor-workstation

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Product Features

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