Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Predict360 Reviews & Ratings
    4.7 out of 5 stars 18 Ratings
    Company Website for Predict360
  • Interfacing Integrated Management System (IMS) Reviews & Ratings
    4.6 out of 5 stars 66 Ratings
    Company Website for Interfacing Integrated Management System (IMS)
  • ServoDesk Reviews & Ratings
    4.9 out of 5 stars 25 Ratings
    Company Website for ServoDesk
  • Captain Compliance Reviews & Ratings
    4.6 out of 5 stars 400 Ratings
    Company Website for Captain Compliance
  • Freshservice Reviews & Ratings
    4.6 out of 5 stars 2,199 Ratings
    Company Website for Freshservice
  • Zendesk Reviews & Ratings
    4.3 out of 5 stars 8,616 Ratings
    Company Website for Zendesk
  • Sumsub Reviews & Ratings
    4.6 out of 5 stars 239 Ratings
    Company Website for Sumsub
  • optivalue.ai Reviews & Ratings
    5.0 out of 5 stars 4 Ratings
    Company Website for optivalue.ai
  • Cloverleaf Reviews & Ratings
    4.8 out of 5 stars 189 Ratings
    Company Website for Cloverleaf
  • Qualio Reviews & Ratings
    4.4 out of 5 stars 919 Ratings
    Company Website for Qualio

What is Worksmart?

We leverage our vast knowledge in Financial Services alongside a dedicated focus on developing solutions that optimize both time and resources while supporting necessary regulatory changes. Our offerings feature a range of award-winning RegTech tools, all grounded in a deep understanding of market dynamics and regulatory perspectives. Whether addressing Training & Competence (TC), Quality Assurance (QA), the Senior Managers & Certification Regime (SMCR), or Complaints Management, we aim to bolster your Governance, Risk, and Compliance initiatives. As the realm of advisory and process management increasingly transitions to digital platforms, it becomes essential for regulated entities to swiftly adapt to the rapidly evolving market landscape. Furthermore, it is widely acknowledged that critical roles within regulated firms must comply with the FCA’s Training and Competence (T&C) regulations, which have been integral to the financial services industry for decades and a regulatory requirement since the 1990s. In this continuously changing climate, maintaining a proactive stance on compliance obligations is more important than ever, ensuring that organizations can navigate challenges effectively and remain competitive.

What is Dynamic Planner?

Dynamic Planner is the UK's leading Digital Advice Platform, trusted by more than 2,000 financial advice firms to support the delivery of high-quality financial advice. Founded in 2003, Dynamic Planner brings together accurate normalised data, trusted financial models, investment expertise, intelligent insights and automated work flows to support the entire advice journey, from client engagement and profiling through to financial planning, investment research, advice suitability and ongoing review. Its Agentic Advice Platform brings together these established foundations with Advice-grade AIâ„¢, helping firms remove repetitive administration, connect workflows and create more adviser capacity. Built specifically for regulated financial advice, its AI capabilities are underpinned by robust governance, with Dynamic Planner being the first UK FinTech to achieve ISO/IEC 42001 certification for AI management systems. The Dynamic Planner platform is available through its own UI as well as headless through API and MCP layers for those firms that want to build their own advice experiences on Dynamic Planner's trusted data, models and insights. A first of its kind study of 659 advice firms demonstrated how high-performing firms using Dynamic Planner increased clients served per adviser by 41%, while maintaining strong client outcomes. Driven by its vision of a world where everyone can access the financial advice they need, Dynamic Planner is helping firms transform how advice is delivered, unlocking trusted advice at scale.

Media

Media

Integrations Supported

Integrations Supported

Iress
Salesforce

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$198.30 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Worksmart

Date Founded

1997

Company Location

United Kingdom

Company Website

www.worksmart.co.uk

Company Facts

Organization Name

Dynamic Planner

Date Founded

2003

Company Location

United Kingdom

Company Website

dynamicplanner.com

Categories and Features

Complaint Management

Not specified

Categories and Features

Wealth Management

Not specified

Popular Alternatives

Dot Compliance QMS Reviews & Ratings

Dot Compliance QMS

QMS for Life Sciences

Popular Alternatives

Moneytree Reviews & Ratings

Moneytree

Moneytree Software
Predict360 Reviews & Ratings

Predict360

360factors
4.7 out of 5 stars
 Compliance Star Reviews & Ratings

Compliance Star

Thistle Initiatives
Qualityze EQMS Suite Reviews & Ratings

Qualityze EQMS Suite

Qualityze
5.0 out of 5 stars