Demonstrating Value

Adding value to clients in both good and bad markets is at the heart of a strong investment advice business. Over the course of long-term relationships, markets will go up and down, however good advice will ensure client portfolios are suitably diversified and positioned for the level of risk the client is willing and able to take.

Dynamic Planner helps demonstrate the value you and your firm provides

Insightful reporting in Dynamic Planner helps firms grow client relationships. Growing the average portfolio size by 10% across a bank of clients can increase fees per adviser by over £20,000 pa.

Dynamic Planner helps demonstrate the value you and your firm provides

  • High-quality client-facing reports generated at the touch of a button – helping you demonstrate your value in good markets and bad
  • Branded white label apps that support the delivery of your professional service digitally while keeping you and your firm at the centre of the relationship
Dynamic Planner available on Desktop, iPad and iPhone

Step 1 of our Investment Process - Risk Profiling

Risk Profiling

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.