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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
inStream streamlines your planning approach, enabling you to clearly depict a client's trajectory and the steps to reach their destination. This platform equips you with the assurance, transparency, and ease that your clients desire. Enhanced financial planning translates to improved wealth management and stronger client connections. With inStream's resources, you can expand your practice and effectively offer timely, relevant, and consistent guidance to every client. Cultivate client loyalty effortlessly, even during your morning coffee, by beginning your day with a comprehensive review of your clients’ financial planning milestones and promptly addressing their requirements. By continuously monitoring your clients’ planning needs, you can foster trust through proactive strategies. Furthermore, we transcend traditional goals-based planning by integrating academically sound logic and cash flow analysis to confidently evaluate the likelihood of your clients achieving their ambitions, ensuring that their financial future is secure and well-planned. This approach not only enhances your service delivery but also reinforces your position as a trusted advisor in their financial journey.
API Access
Has API
API Access
Has API
Integrations
Iress
Pricing Details
$198.30 per month
Free Trial
Free Version
Pricing Details
$137.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Dynamic Planner
Founded
2010
Country
United Kingdom
Website
www.dynamicplanner.com
Vendor Details
Company Name
inStream Solutions
Country
United States
Website
instreamwealth.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management