In 2019, Dynamic Planner announced significant enhancements to its service and launched Elements and its new Client Review Process. Suitability remains a key focus for the FCA and MiFID II regulation, putting increasing pressure on the review process. Dynamic Planner has responded to ensure your clients receive the best possible service from you and your firm, who, in turn, are able to service clients more efficiently.
MiFID II regulation requires you to demonstrate suitability for clients at least once every 12 months. Dynamic Planner allows you to significantly increase your firm’s efficiency by preparing professional review reports in minutes, not hours. It also enables you to demonstrate real value to your clients with beautiful reports created at the touch of a button.