Dynamic Planner provides a range of beautiful, professional and easy to understand reports out of the box. Reports cover each aspect of the investment process, from risk profiling and client review through to investment research and recommendations.
Advisers can edit reports via an intuitive report builder to then download as PDFs and send straight to the client, or download in Word to edit. Reports include beautiful graphs and charts providing risk and reward analysis, asset manager commentaries and Dynamic Planner asset model commentary. They also include a detailed ‘x-ray’ asset allocation breakdown, so clients can see precisely where their portfolio is invested. Dynamic Planner reports clearly demonstrate the value you add to the investment process.