Describing its latest offering as “powerful, yet quick and easy to use”, Dynamic Planner has launched cash flow planning in the UK.
Chief executive Ben Goss said that “the impact of covid, Brexit and everything in between has catapulted the ability to provide solid, robust and risk-based cash flow planning for all clients to the top of advice firms’ wish lists”.
Dynamic Planner “spent many months consulting with advisers to identify exactly what they needed but didn’t yet have”, he explained.
These wish lists ultimately boiled down to advisers being able to “clearly show they were working hand in glove with the FCA’s stance on demonstrating suitability”.
“Advisers and their clients will now have access to ‘one system’ financial planning, which addresses the risk of miscalibration – something that can occur if you use different definitions of risk and return in the planning and advice process.
“We believe using one system, providing a single definition of risk is the only way to ensure miscalibration is mitigated against,” Goss said.
