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.
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
