Research Systems
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Dynamic Planner’s research system is designed to give advice firms a structured way to research investment solutions, analyse product attributes, and document centralised investment propositions. It sits within the wider Dynamic Planner digital advice platform and is used by investment committees, proposition teams, and compliance functions as well as for individual client research.

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KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS:

INSIGHTS:

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Qwil Messenger

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: RQ

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Artificial Intelligence – AI Tools & Services – AdvisoryAI

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Marketing Systems Supplier/Software: Keychain

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SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Legado

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Artificial Intelligence – AI Tools & Services – Dynamic Planner

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RESEARCH SYSTEMS SUPPLIER/SOFTWARE: Iress O&M Profiler ESP

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: IRESS XTOOLS (Cashflow)

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CLIENT PORTALS SUPPLIER/SOFTWARE: DYNAMIC PLANNER

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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Iress O&M Profiler ESP

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Research Systems
Advice Tech Hub Home