Dynamic Planner Financial Planning Software
Felcorp Support's Dynamic Planner capability for financial planning practices. Dedicated Dynamic Planner support.
Felcorp's Dynamic Planner capability
Dynamic Planner software capability is included as part of the following Felcorp service areas:
Felcorp Support is actively investing in developing our expertise on the Dynamic Planner platform as part of our commitment to expanding our UK and international financial planning capabilities. Our paraplanning teams are currently undergoing structured training across Dynamic Planner's financial planning, cashflow modelling, fact-finding, and document generation modules. As we build and formalise our proficiency on this platform, we are positioning our offshore teams to support UK-based advisory practices with financial plan construction and planning documentation within the Dynamic Planner environment.
Our teams are familiarising themselves with Dynamic Planner's planning modules, cashflow analysis tools, and reporting capabilities to deliver paraplanning support for UK and international advisory practices.
What is Dynamic Planner?
Dynamic Planner is a comprehensive financial planning software platform designed for financial advisors in the UK and broader European markets. The platform provides integrated tools for financial planning, cashflow modelling, fact-finding, advice document generation, and compliance tracking. Dynamic Planner supports the full advice lifecycle from initial client engagement through to ongoing servicing and review.
Key modules and components
- Cashflow planning and analysis
- Financial planning with integrated modelling
- Fact-finding and data collection
- Advice document generation and SOA production
- Compliance tracking and audit trail
- Goal-based planning
- Life insurance needs analysis
- Pension and retirement modelling
- Tax-efficient planning tools
- Client engagement and reporting portal
For more information about Dynamic Planner, visit the official website at dynamicplanner.com.
