The New Dynamic Planner

Client Review Process

Elements and the new Dynamic Planner Client Review is here to give you a better work-life balance, by reducing the time it takes to complete an annual review - and send a report - from hours to minutes. It is the first in a rolling, two-year programme of significant upgrades to future proof your firm.

Automatically available for our current clients, at no extra cost, Dynamic Planner Elements will make your life easier with intuitive, mobile-first technology for you and your colleagues. If you are not a Dynamic Planner user and would like to become one, request a demo and see the new service for yourself.

, Elements

All new Dynamic Planner 

The new Client Review structures and informs your annual reviews with clients – in good markets and bad. It demonstrates your value with lifestyle magazine-quality reporting and it enables you to meet MiFID II requirements without having to leave Dynamic Planner, using intuitive technology seamlessly across all of your devices.

You told us that you needed a new review process which is quicker, easier and delivers good client outcomes. The new Client Review from Dynamic Planner provides confirmation of ongoing suitability in a beautiful report created at the touch of a button.

The time-savings are significant. You can dramatically reduce what previously could have taken an entire, eight-hour day into less than 30 minutes. This not only improves the working environment for everyone within your firm, but it makes clients with smaller portfolios viable for the business – and frees time for you to get out of the office and visit your clients more regularly.

The Client Review has been designed in partnership with advisers for advisers and is the culmination of 18 months of development work. It has, at its core, the Dynamic Planner asset and risk model – allowing you to showcase your investment proposition with confidence in meetings. It promotes a holistic, objective-based process driven by financial planning not product planning.

WATCH: What are they saying about the new Client Review?

, Elements

Features and benefits

  • Enjoy your review meetings with clients – in good markets and bad
  • Demonstrate your value with lifestyle magazine-quality reporting
  • Meet MiFID II requirements without having to leave Dynamic Planner
  • Dramatically reduce time spent on annual client reviews, from hours to minutes

“Nobody else is doing anything like this – it’s quite unique. Dynamic Planner is ahead of the game in financial services, making this available for advisers. It’s fantastic.”

Chris MillerMiller Associates

“When we previously did a client review it was taking us between five and six hours per client. Now, using Dynamic Planner, it takes us 45 minutes.”

David OwenLifetime Connect

“The new Client Review in Dynamic Planner is excellent. We’re really impressed. It’s saving us a tremendous amount of time – and I mean hours and hours per client.”

Nick RyanYellow Bear Financial Consultancy

Designed in partnership with advice firms

  • Intuitive tech for use on mobile, tablet and computer – enabling easy collaboration with colleagues and clients
  • Designed in close partnership with advice firms, for advice firms
  • Great training and support, providing you with someone to turn to at every step
  • First in a rolling, two-year programme of significant upgrades

What can you do in Elements and the new Client Review?

Quickly generate beautifully designed review reports, personalised to your firm and the client at the touch of a button
Access newly designed, interactive charts and graphs to allow you and your client to deep dive into analysis of their portfolio, including asset allocation, risk, geographic split and past performance
Select which sections of the report to include – for example, asset class level commentary – and edit on screen before professionally printing and delivering to the client
Enter your clients’ objectives, investment preferences and other known changes to comply with MiFID II regulation
Enter charges for respective review periods to easily and clearly highlight to clients
Really know your clients with continued innovation in investor risk profiling via data-driven insights
Enter and store historic valuations, add new arrangements and enter historic transactions to ensure your client review process is streamlined now and in the future
Holistic, objective-based financial planning is fully supported, breaking down barriers between pensions and investments and allowing a client’s objectives to be set and tracked against their portfolio, as a whole or for specific product

Next steps 

Now you have a fresh way to access and use the analysis and services you love from Dynamic Planner. It is automatically available to all firms as part of the full Dynamic Planner service. Next time you login, you’ll be invited to try it out. Please provide feedback and be part of creating technology for the future.

If you are not a current Dynamic Planner user, we can have you up and running in a few easy steps. Schedule a free, no-obligation demo with one of our Business Consultants and experience Dynamic Planner’s full functionality, including the new Client Review. Let’s organise my demo