Client Review

It was a big decision, to take on a new piece of software that we were going to be paying for. We were using another system, but the reports it produces aren’t really client-facing. It just wasn’t the output we wanted. We wanted to replace some documents we were giving clients. Now, to be fully […]

Dynamic Planner has changed the way we do things. It simplifies your whole process. We were first just using Dynamic Planner’s client risk profiling process, but once we were introduced to all the things the system offers, within six months we had fully integrated it. In our advice process, we use it from start to […]

At Tingley & Cooper, we are a small firm with two advisers in the pre- and post-retirement space. We have just under 200 clients in all. We began using Dynamic Planner to implement a coordinated approach to reviews for clients. Be more efficient. Currently, we have business on four platforms with different products and are […]

I was on the Dynamic Planner – Quilter pilot and have been using Dynamic Planner for it must be more than two years now. It’s fantastic. In 20 minutes, you can produce a decent report, which is editable; looks good; is accurate; and it has enough weight and detail to keep every type of client […]

The major way Dynamic Planner helps us is the time saving, regarding the client review process. And the look of the reports. Much more professional than what we were producing. Before, we used our own templates, a one-pager on the valuations and what information we could extract from places on performance. We cribbed it together […]

I went to an industry event and I saw Dynamic Planner’s Client Review and an example of a report, and it was night and day and miles ahead I thought of other reports. It was that review process which brought me to Dynamic Planner because it works so well. I like the report. It’s very comprehensive and […]

I really offer my clients a financial plan and strategy, so that they can enjoy the lifestyle they want and that they don’t run out of money in their lifetime. Sometimes you have to rein clients in and say, ‘Look, you’re spending too much money’ – because worrying about money can be stressful, so I […]

3R Financial Services is a directly authorised firm, with four advisers and two mortgage brokers supported by a team of office staff. Our assets under management are approximately £60m and we offer clients a full financial planning service. RDR has been the biggest and best change in my time in the industry. Before RDR, you […]