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.