During their session, Dynamic Planner will cover how they can help advisers manage their clients remotely and into the future.
It will cover:
- Accurately risk profile your clients, encompassing their attitude to risk, investor experience and their capacity for loss
- Match your clients with suitable investment portfolios, selecting from more than 1,400+ solutions, risk profiled each quarter for ongoing suitability
- Quickly and accurately revisit a client’s and their portfolio’s risk profile during times of extreme market volatility
- Improve your clients’ understanding of how their money is invested – and also demonstrate your firm’s value - with high quality, clear reporting
- Make annual client review process more efficient – and increase number of clients firm can serve
- Adopt a consistent and repeatable client review process, from a regulatory perspective
- Easily screen share reports and analysis from Dynamic Planner during remote client meetings, in tandem with a popular platform like Zoom