Review software
T_Smith
Member
Good morning peeps,
Has anyone looked at the new review bolt-ons from Dynamic Planner or selectapension yet? Or are you generally doing these yourself - just looking at ways of streamlining our process as much as possible.
Also, what sort of info gets included within your review packs? I've read some do a review in prep for the meeting, which then covers the ongoing suitability if there are no changes to circumstances etc?
TIA
Tony
Comments
Just had a look at the Rapid Reviewer with Selectapension. Meh. Prefer using FE and the investment planner there.