Communicating a recommendation clearly to a client, in terms that they understand, has only fallen under greater scrutiny under the Consumer Duty.
Dynamic Planner enables you to communicate recommendations efficiently and professionally to clients, in line with existing MiFID II regulation. In Dynamic Planner, you can recommend new investments; rebalances; fund switches; top-ups; contributions; encashments; and withdrawals.
Maximise efficiencies by ‘saving’ your client to a target market you have defined. Once you have, all future recommendations to a client automatically pull through any fund or product shortlists saved to your target market. Against the backdrop of PROD and Consumer Duty, consistently deliver a good outcome for your client, one they value.