Dynamic Planner

The integration between Dynamic Planner and intelliflo office enables you to easily move client data and holdings from intelliflo office into Dynamic Planner for a range of financial planning. At the end of the process, client reports created in Dynamic Planner can be quickly sent back to intelliflo office and will display within the client documents area, and information including amends to income and expenditure and the selected client risk profile making it easy to keep your suitability process and back office seamlessly in sync.

You can choose to use a simple import to Dynamic Planner which will only send client personal and contact information from intelliflo office, or use the advanced version which will send financial information including details of wealth policies, underlying funds and valuations.

Key benefits:

• Keep your suitability process and back office seamlessly in sync
• Removes manual exporting and importing steps from process
• Saves time and avoids rekeying or uploading information, and any manual errors
• Upload client data and holdings into Dynamic Planner
• Your associated documents in Dynamic Planner will be sent back to intelliflo office
• Attitude to Risk and selected benchmark risk sent back to intelliflo office to complete your workflow tasks
• Income and Expenditure updated in Dynamic Planner can be sent back to the client’s record

How does it work?

• Starting in intelliflo office, launch your client into Dynamic Planner choosing one of the options depending on the level of information you want to send over. At the touch of a button, quickly and securely pull across all of your client’s details – personal information, and if selected, existing investment arrangements and individual holdings into Dynamic Planner.
• Utilise this client data within Dynamic Planners planning tools:
  • Client profiling including sustainability and financial wellbeing
  • Client Review
  • Cashflow
  • Recommendations
• Create vibrant clear customer reports which seamlessly appear in the client’s intelliflo office document store with the push of a button.
• Updated income and expenditure, and risk profile information will go back to intelliflo office to ensure consistency.
• Note: you should use intelliflo office to obtain the updated valuation information before pushing across the client data to Dynamic Planner. This will update the client in Dynamic Planner and will form the basis of the planning that can be undertaken in the service.