In Dynamic Planner, you can quickly create professional reports to communicate with your clients at different points in the advice process. Below, you can view, and if you wish download, examples of Dynamic Planner reports communicating with a client their client profile; at annual review; their cash flow plan; and a final recommendation. There is also a report enabling your firm to evidence and document internally completed target market analysis of your clients.

Guide
A 16-page guide to Dynamic Planner. Today, what are its end-to-end benefits for you and your firm? From a core process like client profiling, through to customer support. Discover what it can do for your firm.