The operational side of your business can consume time and resources that pull you away from connecting with clients and building meaningful relationships. Working with Dynamic means partnering with professionals with extensive experience across all areas of financial services that have established the best administrative practices to support your growth.

This includes:

• Account opening processing
• Electronic document prep
• Advisory fee billing
• Generation and delivery of client performance reports
• Custodian relationship management that gives you the best pricing
• Data and account aggregation and much more.

Additionally, you’ll save time on selecting best-in-class fintech solutions because we take care of 100% integration among technologies for you.

We also host and administer your firm’s mission critical information technology needs, including managing cybersecurity and client data security issues.

Wealth360, Dynamic’s 100% integrated platform is a “best of” fintech with a single sign-in for you. A closer look at the platform:

• Account aggregation
• CRM/Secure Email/Archiving
• Cyber security application and password manager
• Digital onboarding application
• Documents/Workflow/Client Portal
• Financial planning and portfolio management
• Unified managed household and more.

Keeping your firm in line with regulatory requirements is a time consuming and stressful part of running an advisory practice. Allow Dynamic to help you by handling your firm’s regulatory compliance administration and putting the best systems in place to help ensure your firm remains compliant now and in the future. Dynamic’s experienced Compliance team assists with:

• Maintenance of client contracts
• Form ADV updates
• Cybersecurity preparedness
• Compliance testing and systems checks
• Books and records requirements
• Ongoing education and training
• Trade blotter and administration.

With Dynamic Portfolio Services, outsource your investment management and retain full control of your clients’ portfolios. Dynamic portfolios are designed to increase the consistency of investment strategy and better client outcomes. Portfolios focus on asset allocation and risk-adjusted returns, executing within a rules-based framework of discipline.

As you provide the customization and direction on how to manage your clients’ assets, our extensive services include:

• Working with your trading instructions and rebalancing according to your specifications
• Handling your investment due diligence and regulatory documentation for investment management
• Ongoing monitoring for cash deposits or withdrawals and fee billing
• Managing position exclusions for legacy or tax considerations
• Assisting with the research and implementation of the most appropriate investment solutions for each client, and
• Providing all the agreements, ERISA tools, research and administration you need to support your retirement plan business as ERISA 3(21).