Recommendation

Consumer understanding is one of four outcomes under the Consumer Duty. Are you communicating a recommendation to a client clearly and concisely? Yet how do you achieve that across all clients, without becoming overburdened by pressure on your resource?

In Dynamic Planner, you can communicate a recommendation to a client efficiently and effectively in line with latest regulation. Save your suitability wording, supporting a recommendation. Then time-savingly reuse, tailoring it if and as required for individual clients.

Quick and clear client communication

In Dynamic Planner, recommend to your client new investments; a rebalance; fund switch; top-up; contributions; encashment; and withdrawals. Link your recommendation to the client’s most recent review. For instant insight and in comparison to a benchmark for the respective risk profile, view the impact of your recommendation on asset allocation and on risk within a client’s portfolio.

At the touch of a button, pre-populate a magazine-quality suitability report. In line with the Consumer Duty, communicate key information clearly, including your firm’s pre-saved suitability wording for your corresponding research and recommendation. ‘Costs and charges’ are prominent in an easy to read, table format, while ‘Next steps’ and ‘Appendices’, summarising key insights, professionally conclude your communication to your client.

Communicate recommendations clearly to your firm’s clients…
Recommend a rebalance. Fund switch…
A top-up. And withdrawal
Efficiently report them, prior to the transaction, in line with MiFID II
Reports mirror format and analysis of other Dynamic Planner reports

Greater suitability, greater efficiency

In Dynamic Planner, recommend to your client new investments; a rebalance; fund switch; top-up; contributions; encashment; and withdrawals. Link your recommendation to the client’s most recent review. For instant insight and in comparison to a benchmark for the respective risk profile, view the impact of your recommendation on asset allocation and on risk within a client’s portfolio.

At the touch of a button, pre-populate a magazine-quality suitability report. In line with the Consumer Duty, communicate key information clearly, including your firm’s pre-saved suitability wording for your corresponding research and recommendation. ‘Costs and charges’ are prominent in an easy to read, table format, while ‘Next steps’ and ‘Appendices’, summarising key insights, professionally conclude your communication to your client.

Using Dynamic Planner, [our process is] more streamlined. We’ve been able to turn off three to four pieces of software we were using, saving between £200 and £250 per month

Simon Drake

Bainlye Drake Wealth

Where next?

Review

Cash Flow

Client Profilling

Events

Could Dynamic Planner help your firm?

Reach out for a conversation. Discover how Dynamic Planner helps firms communicate clearly with their clients.

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