Client Review

Post-MiFID II, firms have faced the pressure of delivering annual reviews for every client. Reviews represent hours of work. So, how can they be completed efficiently and effectively, so that you can showcase the value you add in the financial planning process? Dynamic Planner’s Client Review process was created to meet these challenges.

It saves your firm significant time. Businesses consistently tell us that tasks that once took hours in their review process, now takes minutes. Clients engage more with the process, before, during and post-review meetings.

Clear communication tailored to your client

Create and house your own library of reports, ready to share with clients at different stages of your financial planning process. Remove sections to shorten a report for your client. Tailor wording and analysis in line with a client’s understanding and needs. At a firm level, customise reports with your logo and own, full-page images to mirror your business’ brand, which your client recognises and trusts.

Final reports you produce for a client in Dynamic Planner prepopulate, at the touch of a button and automatically pull through key information. There is no need to rekey. Information and insights are seamlessly collated and presented to a magazine-quality level.

In line with the Consumer Duty, key information is prominent and immediate, in an easy to read, table format. The latest update of your client’s investment journey flows from beginning to end, without you having to switch tools or systems. Language and analysis are engagingly consistent, enabling your client to quickly value and trust your communications with them.


  • Demonstrate your firm’s value with magazine-quality digital reporting
  • Communicate with clients in simple terms they understand
  • Save time meeting the annual MiFID II requirement
  • Reports prepopulate with a client’s details and valuations
  • Edit default reports and powerfully make them your own
Dynamic Planner’s Client Review changed everything for me. It’s brilliant. Before, I was giving my paraplanners so much paperwork to input. Now, I sit with the client in real time. The whole process becomes much more interactive.”
Louise Jones
Ivor Jones & Co
I completed a review for a client the other day in about 20 minutes. Obviously, nothing much was required and if a review is more complex, it will of course need more time. But what Dynamic Planner has allowed me to do is review around 100 to 120 clients each year and have greater capacity, definitely.
Nick Ryan
Yellow Bear Financial Consultancy
What it creates is an agenda for review meetings, allowing you to follow the same process each time. And that’s how I frame it to clients, ‘This is what we will cover each year: has anything changed? Are we on track? And do we need to change anything?’ The report from Dynamic Planner drives everything.
Stuart Cardozo
SWC Independent

Where next?

Client Profiling

Cash Flow