Reviews are being delivered against a backdrop of greater fee disclosure and more volatile portfolio performance. But what is the answer? Dynamic Planner’s Client Review process enables you and your firm to meet MiFID II requirements while dramatically reducing the time it takes to complete reviews.
The process is simpler and consistently delivers a good outcome for the client, providing everyone at your firm with a clear and repeatable framework to follow every time.
Dynamic Planner’s Client Review is built with a beautiful UX, which firms find intuitive to use. Screens are optimised to be shared live, interactively with a client, allowing you to advise and plan in real time. Our technology is cloud-based, enabling easy collaboration among colleagues and teams at your firm, whether they are logging on from the office or remotely from home.
Our Client Review was built in close partnership with advice firms, for advice firms, ensuring it is faithfully in line with how you work today. Meanwhile, our users’ ongoing ability to provide product feedback, helps us continually shape its effective evolution going forward.