Today, firms face the demand of delivering an annual review for every client, reviews which represent hours and hours of work. How can you complete them efficiently and effectively, while demonstrating the value you add in the wealth and financial planning process? Dynamic Planner’s Client Review provides you with a powerful solution.
It saves your firm real time. A Finance & Technology Research Centre [F&TRC] report found that a typical client review represented more than six hours’ work. Using Dynamic Planner, that time was reduced to under 50 minutes. What you then choose to do with it, is up to you.