Client Reports

Demonstrating value throughout the advice and servicing process is key today for successful firms.

Communicate clearly and professionally with clients

With continued pressure from the regulator to reduce fees and improve transparency, advice firms must communicate clearly and professionally with their clients – who want and need to easily understand how their portfolio is invested and why.

Dynamic Planner provides a comprehensive suite of insightful, professional and easy to understand reports right out of the box. Reports cover each aspect of the investment process, from risk profiling and portfolio review through to investment research and recommendations. Dynamic Planner enables you to generate reports tailored with your firm’s branding and tailored to client, at the touch of a button.

Investment progress report booklet

The reports you can produce in Dynamic Planner look very professional. I would certainly recommend Dynamic Planner to a fellow adviser – and I do.

Neil BeattieCadence Financial Solutions

Automatically Populated

Reports are clear, graphical, in plain English having been designed in collaboration with award-winning customer-focused personal finance writers, to help the investor really understand. There is no need for re-keying – reports are automatically populated with data entered in Dynamic Planner, that you can then personalise and edit, making it bespoke to your firm, and your client. You can then share reports securely online delivering the service expected from a brilliant advice firm.

Popular Reports Include:

  • Risk Profile (Core Review Letter)
  • Valuations
  • Asset Allocation
  • Investment and Retirement Financial Planning (Core Suitability Letter)
  • Investment Comparison

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the market leading investor risk profiling service.

Next - An integrated end-to-end process, which saves you time and reduces the cost to service clients

Implementation