Dynamic Planner Updates: July 2020
By Product Manager Josh Knight When we first released the review process last summer, we…
Need to reduce the time it takes to complete a client review from hours to minutes? And remotely as we work from home?
How to produce client reports in good markets and in bad with the Dynamic Planner Client Review process
What are they saying?
“Dynamic Planner is an incredible system. Had we not adopted it, it would have been a nightmare trying to work through this crisis.”
Nick RyanYellow Bear Financial Consultancy
“Dynamic Planner helps you easily demonstrate to the FCA that, as a firm, you have a framework in place for risk profiling and a consistent approach.”
Clare EdesSkerritts Chartered Financial Planners
“Before we started using Dynamic Planner, we had no centralised way of reporting to clients at their annual review. It was chaos and just a mess.”
Neil Gilbourne3R Financial Services
“The great thing about Dynamic Planner is it’s very easy to screenshare; it’s very easy to navigate; you can’t really go wrong; and the Client Review report – you can’t really undersell it.”
David OwenLifetime Connect
“Would I recommend Dynamic Planner to another firm? Absolutely. In this day and age, with regulation, I don’t think you can run your business without it.”
Dean MullalyMark Dean Wealth Management
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A multi-award-winning service with a 17-year track record of success
£220bn+
Risk profiled each quarter
1,400+
Risk Profiled Investments
1m
Customers serviced since RDR
49
Asset Class Model
26
Back office, platform integrations
17
Year Track Record
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