SWC Independent

I went to an industry event and I saw Dynamic Planner’s Client Review and an example of a report, and it was night and day and miles ahead I thought of other reports. It was that review process which brought me to Dynamic Planner because it works so well. I like the report. It’s very comprehensive and covers all the salient points.

I risk profile clients in Dynamic Planner and also carry out my fund research in it, to find investments to recommend to clients. You can email clients a link to complete the risk questionnaires on their own, ahead of a meeting and you receive an alert when they have completed them.

For a typical review for a client, I will prepare the report ahead of the meeting and send it to the client beforehand so that they have a copy. We’ll then go through it together at the meeting, not word for word but broadly so we cover where the client’s attitude to risk sits, where their portfolio sits risk-wise and how their portfolio has performed over the last 12 months. In the meeting, we’ll also have a conversation to discover if the client’s overall objectives have changed and then I’ll go back into the report and complete it after the meeting and reshare it with the client.

What Dynamic Planner does is create an agenda for review meetings, allowing you to follow the same process each time: risk profile, asset allocation, portfolio performance and next steps. And that’s how I frame it to clients, ‘This is what we will cover each year: has anything changed? Are we on track? And do we need to change anything?’ The report from Dynamic Planner drives everything, in that sense.

Would I recommend Dynamic Planner to another firm? Yes, absolutely. I think Dynamic Planner is the most recognisable brand out there, as far as risk profiling is concerned.

Case Study

SWC Independent

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Stuart Cardozo

“What Dynamic Planner does is create an agenda for review meetings, allowing you to follow the same process each time: risk profile, asset allocation, portfolio performance and next steps.”

Stuart CardozoSWC Independent

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