I work closely with one of the wealth advisers here. We use Dynamic Planner around reviews for clients. My role involves preparing review reports, ready to share with clients digitally as PDFs pre- and post-meeting.
Clients have fed back and commented how smart and well laid out the reports are. I think their strength is how accessible they are for a client to read. You could compare them with a valuation report from an investment platform, which, in comparison, looks dull, arguably.
From the client’s information already in the system, I create review reports from scratch. Dynamic Planner is so easy to use. All of us who use it here picked it up quickly. It’s difficult to think of anything to fault.
Another adviser and I discussed what pages from the templated review report we wanted included and what we did not want included. In reports, we have uploaded our own front cover image and we have added the firm’s logo.
‘The big selling point is efficiency’
For an upcoming review for a client, we first send them a link to recheck their attitude to risk and to sustainability. The screens a client sees, to complete the questionnaires remotely, are laid out fantastically. As a firm, you can edit the screen colour, wording and add in a picture of the adviser. It personalises it and I think, in turn, makes it more likely for a client to engage with and complete.
When you’re requesting latest valuations for a client, it couldn’t be simpler and saves you having to manually source and then input, which takes time.
Dynamic Planner’s big selling point, for us, is efficiency and pulling together a review report, which previously would have taken one hour or two hours and now takes maybe 10 minutes. It’s so much quicker. I couldn’t speak more highly of Dynamic Planner. There isn’t someone I wouldn’t recommend it to.