We are passionate that the reports that Dynamic Planner helps you create, show you in the best possible light with clients.

As such, we’ve made a number of small improvements, which are all live now, to the formatting, layout and wording of the Client Review report to help ensure that you generate a report you can be proud of.

  • We’ve tweaked the layout of the efficient frontier and legend to support clients with larger portfolios
  • We’ve ensured that table headings wrap correctly if they span multiple pages
  • We’ve updated the default wording around the performance chart to help clients understand what is being shown

Novia platform valuations

We’re excited to announce a new valuations integration with the Novia platform. Once you have entered your Novia credentials, you will be able to request valuations via the client record. The new integration supports the following products:

  • ISA (stocks and shares)
  • ISA (cash)
  • General Investment Account (net and gross versions)
  • Offshore Bond
  • Self-Invested Personal Pension

Improved support for historic valuations

We’ve been making some bigger changes to how you enter portfolio valuations into Dynamic Planner.

While we support seamless integrations with most leading platforms, providers and back offices, there are always going to be times when you need to enter valuations manually. As such, over the next few weeks, you’ll see a change to the screens in the Client Review process where you enter portfolio valuations.

We’ve made big improvements to allow you to select previous valuation points. This means that when you come to do your next review for the client, you’ll be able to select the previous valuation points as the starting point for the review – saving you time.

As another much requested feature, you will now be able to provide a product-level summary valuation for the review if preferred – rather than having to break it down into more detailed fund by fund valuation. Again, this will save you time when creating review reports.

We’ve put together the short video below to show you the changes – expected to be released over the next few weeks – in action:

As always, if you need any help or support in using the Client Review process, the Novia valuations integration or any other aspect of Dynamic Planner, please reach out to our Client Success team, who will be happy to assist.

Alternatively, you may wish to consider popping along to one of our 20 Training Academies running this autumn, where we will be demonstrating live these changes and helping you maximise your usage of Dynamic Planner.