Elements – The Dynamic Planner Client Review Process

Elements and the Dynamic Planner Client Review is here to make you more efficient, by reducing the time it takes to complete an annual review - and send a report - from hours to minutes.

Automatically available for our current clients, for no added cost, the Dynamic Planner Review will make your life easier with intuitive, mobile-first technology for you and your colleagues. If you are not a Dynamic Planner user and would like to become one, request a demo and see the system for yourself.

I don’t think there is anything else out there like Elements – it’s a new document for a new process, which, because of MiFID II, advisers have to produce and go through now

Chris MillerMiller Associates

Designed in partnership with advice firms

  • Intuitive tech for use on mobile, tablet and computer – enabling easy collaboration with colleagues and clients
  • Designed in close partnership with advice firms, for advice firms
  • Great training and support, providing you with someone to turn to at every step

Dynamic Planner Elements

The 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.

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.

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.

What can you do in Elements and the new Client Review?

Quickly generate beautifully designed review reports, personalised to your firm and the client at the touch of a button
Access newly designed, interactive charts and graphs to allow you and your client to deep dive into analysis of their portfolio, including asset allocation, risk, geographic split and past performance
Select which sections of the report to include – for example, asset class level commentary – and edit on screen before professionally printing and delivering to the client
Enter your clients’ objectives, investment preferences and other known changes to comply with MiFID II regulation
Enter charges for respective review periods to easily and clearly highlight to clients
Really know your clients with continued innovation in investor risk profiling via data-driven insights
Enter and store historic valuations, add new arrangements and enter historic transactions to ensure your client review process is streamlined now and in the future
Holistic, objective-based financial planning is fully supported, breaking down barriers between pensions and investments and allowing a client’s objectives to be set and tracked against their portfolio, as a whole or for specific product

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.