The new Client Review structures and informs your annual reviews with clients – in good markets and bad. It demonstrates your value with lifestyle magazine-quality reporting and it enables you to meet MiFID II requirements without having to leave Dynamic Planner, using intuitive technology seamlessly across all of your devices.
You told us that you needed a new review process which is quicker, easier and delivers good client outcomes. The new Client Review from Dynamic Planner provides confirmation of ongoing suitability in a beautiful report created at the touch of a button.
The time-savings are significant. You can dramatically reduce what previously could have taken an entire, eight-hour day into less than 30 minutes. This not only improves the working environment for everyone within your firm, but it makes clients with smaller portfolios viable for the business – and frees time for you to get out of the office and visit your clients more regularly.
The Client Review has been designed in partnership with advisers for advisers and is the culmination of 18 months of development work. It has, at its core, the Dynamic Planner asset and risk model – allowing you to showcase your investment proposition with confidence in meetings. It promotes a holistic, objective-based process driven by financial planning not product planning.