Client Review

How can clients recognise the value that you add in the advice process? A powerful way is in the quality and the clarity of the review report you produce for them periodically.

Post-MiFID II, firms have faced the pressure of delivering annual reviews for every client. It is not uncommon for a review to represent hours of work. So, how can they be completed efficiently, and consistently, ensuring clients recognise the value you are adding, while, at the same time, reducing the cost to serve?

Save time, engaging clients …

Dynamic Planner’s Client Review process was created to meet these challenges. At the 2018 Dynamic Planner Conference, team members walked on stage and asked everyone in the audience what their biggest pain point was. The answer was unanimous: client reviews.

Dynamic Planner’s Client Review saves you significant time. Firms consistently report back that they are able to shave hours off a review, hours which quickly add up. Clients engage more with review reports created for them in Dynamic Planner, valuing their simple language and clear analysis, in keeping with the Consumer Duty’s ambition of presenting information clearly in terms which are understood.

Bold headings like ‘Your progress at a glance’, based around a client’s plan, not only provide powerful insight into the financial planning process, they offer advisers a framework for an agenda for upcoming meetings.


  • 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

… And demonstrating your value

At a firm level, create and manage your versions of Dynamic Planner’s default reports before sharing them for live use. Add your firm’s logo and upload full page imagery echoing your brand.

Reports you create in Dynamic Planner prepopulate, at the touch of a button and automatically pull through a client’s information and latest valuations. No work in Dynamic Planner is wasted. There is no need to rekey.

Scattered information like valuations, charges and risk analysis is seamlessly collated and professionally presented. Everything is communicated to your client clearly and consistently, in a way they grow to value and trust

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