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Platform Solutions

Platforms build more efficient financial planning practices by offering consistent, streamlined and efficient client setup, transacting, reporting and adviser fee collection. That means more time available for your staff to focus on business and client needs. The degree of consistency and automation are key factors impacting the value of a business so Platforms can serve to increase the value of a planning practice 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 you to select the most appropriate platform for your business and clients
  • We can help you assess the most appropriate business solutions and then assist with the integration into your practice
  • Our buying power provides a framework for you to escalate product development requests or support needs

DKN's preferred platforms include:


 

Click here to access the Platform Fee Comparison Calculators.

 

Wrap Solutions

Click here to find out more about how DKN’s Wrap Solutions Team can support you and your business. 

Other support materials available include:

 

With a range of platforms and pricing you have the flexibility to choose the best fit for your client and business needs.

Click below to access the Wrap Desktop

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