Dynamic Planner launches Tram™ – a brand new digital customer engagement app for the financial planning industry

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Dynamic Planner has launched ‘Tram™’, a brand-new digital engagement app white labelled to financial planning organisations and designed to keep customers engaged with their financial plan like never before.

Powered by Dynamic Planner, Tram™ – keeping your financial plan on track – does the following:

  1. Helps firms meet the needs of Consumer Duty and deliver ongoing value to support their ongoing service and fees;
  2. Delivers meaningful digital engagement which appeals not just to existing clients but also to the next generation of a firm’s clients and;
  3. Creates capacity for firms so that they can grow and scale their business.

Uniquely Tram™ tracks clients’ progress against their financial plan, goals and agreed risk level, provides daily valuations and delivers personalised content aligned to their target market. In line with Consumer Duty it places the outcomes the customer is looking for at the centre of the service. It is available for both Apple and Android phones. Tram™ offers end clients true digital engagement and is designed to ensure they feel special, gain reassurance from their adviser and want to return regularly to the app.


Ben Goss, CEO, Dynamic Planner said:

“We have been working on the development of Tram™ for two years, but it is something I have dreamt of bringing to life since founding Dynamic Planner. The idea of putting the financial plan in the palm of your client’s hand so they can keep track and you can deliver value 24/7 – but with low marginal cost – is transformational.

“Transformational for your clients and their access to your help and advice, but also in terms of the cost to serve clients and the capacity it can put back into your business. With Consumer Duty shining a spotlight on adviser ongoing charges and demonstration of value, creating capacity in the financial advice process in order to scale is paramount. Tram™ will offer valuable time and efficiency advantages at scale to advisers, as well as an enhanced ability to attract and retain the next generation of clients.”


Tram™ harnesses the API technology on which the Dynamic Planner digital planning and advice platform is built and also takes advantage of the multiple integrations in place between the Dynamic Planner platform and relevant CRM/practice management systems, platforms providers, custodians and asset managers. It is white labelled so that advice firms can align the look and feel with their own brand, offering clients a seamless experience.

Ben Goss continued:

“The world is now mobile led and financial services is consumed more than ever via apps. We’ve invested heavily in the UI to ensure that Tram™ is every bit as slick and appealing as the best of any apps already on your client’s phone. We have also blended our expertise around best practice behavioural finance with best practice design, creating an app clients will want to come back to.


“Tram™ literally puts you, the adviser, in the client’s pocket – it will strengthen the partnership between adviser and client, and powered by Dynamic Planner’s technology, it will drive the future of digital financial planning and advice.”

Tram™ is currently live with a number of advice organisations, with Dynamic Planner opening up usage to a wider group of early adopters post its annual conference.

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