Fund and Asset Managers

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Platform integration news, exciting new retirement planning tools and more

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Dynamic PlannerPublished: 19 October 2013

Our latest bulletin brings news of our recent win at the Aberdeen Platform Awards and a taster of our platform integration plans, as well as details on our impressive new pensions planning module, Living in Retirement – with the chance to take part in a focus group.

At the same time, we are also pleased to announce an extension to our relationship with SimplyBiz, as well as a welcome to new partners and many new intermediary clients.

DT wins ‘leading platform-based planning tool provider’ at Aberdeen Platform Awards

We were delighted to win this award for two reasons.

Firstly, as the “best ‘factory-fitted’ end-to-end toolset for risk profiling, asset allocation and fund selection”, it supports our vision of a world in which digital wealth planning enriches customer relationships. Thousands of advisers regularly use Dynamic Planner to conduct risk questionnaires, construct suitable portfolios and choose risk profiled investments, so this accolade was a great testimony for us.

Secondly, as part of our commitment to the delivering the most comprehensive ‘end-to-end’ toolset, we are enhancing Dynamic Planner with a series of platform integrations. Advisers with the relevant licences can already obtain valuations and transact using the Prudential and Zurich platforms from within Dynamic Planner and further integrations will be announced in the coming months.

We will be revealing more about our exciting new integrations in the next few months, so please watch this space.

New Living in Retirement Module

Need a way to compare drawdown with annuities? And take life expectancy into account?

Take a look at our latest module – Living in Retirement. It helps advisers to:

  • Explore existing pensions arrangements
  • Examine annuity options, including impaired life annuities
  • Conduct risk profiling
  • Set pension income priorities
  • Determine drawdown sustainability
  • Forecast retirement income options vs life expectancy
  • Print a detailed report

This comprehensive planning tool is ideal for advisers looking for a professional way of serving their clients in retirement.

For more details or to attend a free focus group on living in retirement planning tools, please contact Gary Savory by email or call him on 0844 850 1780.

Introducing the Dynamic Planner YouTube channel

You can now find short demo videos on how to use Dynamic Planner, on YouTube:

  • Learn how to use the highly popular risk profiling tool within Dynamic Planner
  • Find out how to use asset allocation to create portfolios and select funds in Dynamic Planner
  • Learn how easy it can be to demonstrate income shortfalls in retirement with Dynamic Planner

Byte Night – a big thank you to our sponsors

On Friday 5 October, 10 intrepid DT staff took part in an annual sleep out in Reading to help prevent youth homelessness.

Yes, the night was long. Yes, it was also wet. But most importantly, we are well on our way to our £6,000 target and so far, we have raised over £4,800 on behalf of Action for Children.

If you would like to support us and raise funds for youth homelessness, please donate here.

A welcome to ……….

The latest advisers who have signed up for Dynamic Planner (Full Front Office or Wealth Management), which includes: Sandringham (SimplyBiz), Malbon, Uneic Prestige, Perrins, Webb Hotton, County Financial, TailorMade, PK Financial, Norscot, Rogate, Winser Financial Services, Independently East Ltd, McParland, TD Armstrong, Century Law and Wealthcare Ltd.

Our most recent asset management clients: Close, GAM, Schroder, M&G, Heartwood, Artemis and Jupiter.

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