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Platform Solutions
Platforms make financial planning practices more efficient by offering consistent and efficient client setup, transacting, reporting and adviser fee collection. That means more time available for staff to spend focussing on business and client needs. The degree of consistency and automation are key factors impacting the value of a business. Platforms can therefore serve to increase the value of a planning business as an asset.
- DKN's collective buying power means we are able to source and provide platforms with competitive fees
- Our philosophy of choice enables financial planning practices to select the most appropriate platform for their business and clients
- We can help financial planning practices assess the most appropriate business solutions and then assist with the integration in their practices
- Our buying power provides a framework for practices to escalate product development requests or support needs