This year Dynamic Planner announced significant enhancements to its service and launched Elements, the new Client Review Process.
As suitability remains a key focus of the FCA and Europe’s MiFID II regulation, 2019 has seen significant pressure on the back office processes surrounding the review process, and Dynamic Planner has responded to ensure your client gets the best possible service from you, and you are able to service more clients, efficiently.
Dynamic Planner ensures ongoing suitability across your firm using a portfolio risk assessment that’s consistent with the client profiling process, so nothing is lost in translation. MiFID II regulation requires demonstrating suitability at least every 12 months so use Dynamic Planner to massively increase your firm’s efficiency and productivity by preparing high-quality portfolio reviews in minutes, not hours. Dynamic Planner also delivers and demonstrates value to your clients with beautiful, touch of a button reports helping to grow your relationships.