Enhancements added to planning tool
IFA planning tool, Dynamic Planner, has announced greater flexibility in client portfolio forecasting, enabling brokers to calculate assets such as commercial property when planning client finances. The tool can also analyse with-profit funds and assess dividends as a proportion of the asset price to give a picture of future income.Enhancements added to planning tool
IFA planning tool, Dynamic Planner, has announced greater flexibility in client portfolio forecasting, enabling brokers to calculate assets such as commercial property when planning client finances. The tool can also analyse with-profit funds and assess dividends as a proportion of the asset price to give a picture of future income.
