Features Adoption Resources Events About Call: 0333 6000 500 Login Request Demo Technology can be a great enabler, and when used effectively can massively increase productivity and efficiency in a business. However, implementing new tech into a firm is a big commitment and can be a daunting challenge, particularly when advisers and support staff are working more remotely. Dynamic Planner is built with advisers, for advisers. It’s intuitive and easy-to-use, with an onboarding and training programme that helps all new users to make the most of the full functionality of the system within a matter of weeks. “Dynamic Planner is intuitive to use. We took on a new team member recently and in only two weeks, she was able to help me with annual reviews for clients. Straightforward for her and stress-free for me.” Simon Drake Bainlye Drake Wealth 1:57 Upon joining, all new users are allocated a named contact in our experienced Client Success team, who will provide a schedule of onboarding webinars. These sessions run each month, which breaks your implementation down into small, manageable objectives and means in just a few short weeks your entire firm can be fully up to speed with all of the main functionality in Dynamic Planner. At the heart of Dynamic Planner is intuitive technology which is easy to use and learn. To aid you, short videos – mirroring where you are in the system – can be viewed at the click of a button, offering quick guidance, while longer video tutorials can be watched around the clock, on-demand to provide more detailed knowledge. Bespoke training sessions for your firm – delivered remotely by our Client Success team – are also available. Want to see what Dynamic Planner can do for you? Schedule a free no-obligation remote demo with a business consultant and experience the full functionality of Dynamic Planner. Request Demo We provide ongoing training and support to refresh your knowledge and ensure you are up to speed with all the latest system enhancements. Helping you to ensure: Your team is able to quickly get up to speed with a new system You can you help your advisers and support staff to use technology in the most efficient way You can deliver the very best experience for your clients The Dynamic Planner Knowledge Base is a one-stop shop for all your support needs. Accessible via Dynamic Planner, and top of every page, it is populated with 100s of articles to help you use the service. You can also usefully provide feedback on the Knowledge Base and vote on service enhancement ideas that other users have proposed – both of which are monitored in real time by our Dynamic Planner Product Management Team. Being part of the exclusive Financial Planning Peer Group allows you to meet once every six months, taking a deep dive into the service, with senior executives from the Dynamic Planner team. Access can be granted to Dynamic Planner users, who learn from peers, comment uniquely on new product features and enhancements, and hear about the latest technology to future proof their businesses. Live Training Webinars Client Profiling Client Review, Recommendations and Fund Research Cash Flow planning Dynamic Planner journey Monthly Update Investment and Retirement Planning Practice Management and Apps Become an excellent Dynamic Planner by joining the Client Success training webinars. Dynamic Planner provides dedicated training sessions, covering the breadth of functionality found within the service. These regular online training sessions are available as part of your Dynamic Planner licence. Client Profiling with Dynamic Planner Client Review, Recommendations and Fund Research with Dynamic Planner Cash Flow planning with Dynamic Planner Dynamic Planner journey Monthly updates Investment and Retirement Planning (old Dynamic Planner) Practice Management and Apps (old Dynamic Planner) * These webinars are designed for direct clients of Dynamic Planner. If you receive access to Dynamic Planner via another organisation they may offer their own custom training. Get in touch Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Book a call Click on the pictures below to find out more about how Dynamic Planner helps with adoption in your firm. Digital Advice Integrations Support Pricing Client Onboarding Legal Terms and Conditions Privacy Policy Cookies Coronavirus Statement Help Support Careers Contact us Subscribe to our Newsletter Subscribe to our Blog Additional Services Asset Management Financial Institutions International Advisers © 2021 Dynamic Planner. Distribution Technology, C/O Moorcrofts LLP, Thames House, Mere Park, Dedmere Road, Marlow, Buckinghamshire, SL7 1PB. Company Number 04741529. All Rights Reserved.