Annual Client Review – high quality reports in a fraction of the time
With Dynamic Planner, 80% of Client Review reports take under 35 minutes to create, with 20% taking under 5 minutes.
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Our Client Review process covers everything you need
- Demonstrate your firm’s value with high-quality digital reporting
- Communicate with clients in simple terms they understand
- Save time meeting regulatory requirements
- Reports prepopulate with your client’s details and valuations
- Edit default reports and make them your own
The reports you tailor for your clients in Dynamic Planner couldn’t be simpler to produce. You can customise them at a firm level, creating templates usable across the business. Information pulls through automatically, so that you are never left wanting for that missing piece of the puzzle. There is no need to rekey, making life simpler and removing the chance of human error. The final report that you produce is of magazine-level quality, reinforcing your firm’s care and connection with your clients.
In line with the Consumer Duty, key information is prominent and immediate, in an easy to read 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.
“How much time does Dynamic Planner save me? Hours and hours and hours. And you and the client have a beautiful report at the end of it that looks really professional.”
Louise Jones, Ivor Jones & Co
Ivor Jones & Co
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