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.
Target markets
Document and report internally your firm’s analysis of a defined target market of clients; its definition and demographic; positive and negative screening criteria; and associated product and platform research.
Guide
Your downloadable guide to Dynamic Planner. Handy overviews of each key process. Overarchingly, what end-to-end value can your business gain today from Dynamic Planner?