360 Lifecycle’s integration with Dynamic Planner enables advisers to elevate client service and streamline data transfer. By using a risk-based system, it ensures clear, consistent portfolio matching and effective financial planning.
The integration streamlines operations, improves client service, and simplifies the process of transferring data and information. Users can link their FactFind with their Dynamic Planner account, facilitating the seamless transmission of essential details.
The launch button within 360 Lifecycle's FactFind allows users to transmit data with a single click, eliminating manual entry and greatly enhancing efficiency and accuracy. This enables advisers to focus on personalised advice and strategic planning.
Reduce tasks that took hours to minutes. Communicate more clearly, using innovative digital touchpoints to enhance engagement and streamline the client experience.
Reach out to our sales team, start a conversation via live chat, or complete the form on our contact us page.
