Our Client Review process and report can really help improve your clients’ understanding – of how they are invested, how it meets their objectives and what they can expect to happen in the future.
But that is only the tip of the iceberg, because the Dynamic Planner Client Review achieves so much more. Back in 2018, we asked advice firms what was the one thing that kept them awake at night. The answer we received back was loud and clear: annual client reviews.
Firms said they wanted a review process which was quicker, easier and which delivers good client outcomes.
The Dynamic Planner Client Review dramatically cuts the time it takes to complete annual reviews, from hours to minutes – and it enables you to demonstrate your real value as an adviser in lifestyle magazine-quality reports.