We have been busy working on small enhancements – and one big one – for Dynamic Planner. First, let’s talk about the big one.
We are excited to announce that we have made a streamlined risk profiling process available within Dynamic Planner Elements. The new process uses all the same questionnaires and methodology that you are used to – but with new and improved screens and a new Risk Profile Report, which is in line with the beautiful, modern styling we have used in the Dynamic Planner Client Review process.
As previously, the new Risk Profile Report can be branded with your firm’s logo, which your clients know and trust and your own choice of imagery. Content can be further personalised to the individual client using simple formatting options.
Reports allow you to include – or indeed remove – information and analysis like the respective benchmark asset allocation, if you wish.
All new risk profiling screens have been optimised for use on all of your devices, including your mobile phone and your tablet. Sign-in to Dynamic Planner on your phone or your tablet and you can risk profile your clients in Elements in meetings now.
You can quickly and easily import answers for clients from previous Dynamic Planner risk profiles; for clients who are couples, you can see their responses side by side if you choose; any inconsistencies arising from a client’s answers are flagged, allowing you to add notes and quickly capture that information in your Risk Profile Report.
Fully licenced Dynamic Planner users can try out the new Risk Profiling process now.
To encourage your creativity, we would love for you to send us your very best report cover [featuring an image you have uploaded yourself] in Dynamic Planner Elements – either Client Review or new Risk Profiling.
Email your PDFs [just the front cover or a whole report – not forgetting, of course, to ensure you don’t include any real client details] to email@example.com by 31 December 2019. Full terms and conditions are here.
One winner – our favourite – will win a £250 Amazon voucher. Good luck!
We have also been making other tweaks to Dynamic Planner Elements. Most noticeably, we have made the ‘Search clients’ feature, at the top of the screen, available throughout, allowing you to quickly search and find your clients from almost any screen.
We are also continuing to improve and optimise the navigation elsewhere and as the features grow, you may see other tweaks and improvements introduced.
We hope you find the enhancements a useful addition to Dynamic Planner. As always, your feedback as clients is vital to helping us continue to improve and enhance the Dynamic Planner service for you.
Please leave any feedback you have, however small, in the feedback portal. We do read it all! Thank you.
As ever, you can always contact our Client Success team on 0333 6000 500 or firstname.lastname@example.org with any queries or issues you have.