Client Reports

Demonstrating value throughout the advice and servicing process is key for successful advice firms today. With continued pressure from the regulator to reduce fees and improve transparency, firms must communicate clearly and professionally. Clients want and need to understand easily how their portfolio is invested and why. Dynamic Planner enables you to generate reports that clearly demonstrate your firm’s value at the touch of a button.

dynamic planner reports, Client Reports

Professional and Easy to Understand

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.

“Dynamic Planner is straightforward to use and I really like the reports it produces for clients, which illustrate things like the efficient frontier, showing where a client’s portfolio currently sits and where it will potentially sit following your recommendation”

Catherine MorganEssendon Financial Planning

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

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


Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.