John Ripley, group operations director at Moneygate, said: “As one of the UK's fastest growing independent personal financial service companies, we provide advice to thousands of clients. We strive to ensure that the clients come first and that the support they receive is consistently high, at every point in their relationship with us.
“We selected Dynamic Planner for three reasons. Firstly, the technology supports the complete advice process from fact finding and client acquisition, through to reporting and ongoing reviews. Secondly, the suite of financial planning tools is first-class and thirdly, because it is scalable; a critical factor in our growth plans.
“As a result, our network of IFAs and team of planners, researchers and client management staff will have a common and compliant financial planning system to support our ever increasing client bank.”
Ben Goss, chief executive officer at Distribution Technology, added: "Moneygate is a wealth management firm committed to growing its business and developing digital customer service solutions ahead of RDR.
“These are areas in which we excel. We are delighted that Dynamic Planner will play such a pivotal role in their plans."
