Review Summary Report in DynamicDocs

The Review Summary Report provides a concise and engaging way to present a client's current financial position and goals, in a modern digital format. Rather than navigating a printed document during a review meeting, advisers can use the report to guide conversations through an interactive web-based experience.

Using DynamicDocs, the report can be converted from Word to a web-based document in just a few clicks, making it easy to share with clients before or after a review meeting.

Clients can view the report online and interact directly with the document by posting questions or comments, helping to drive greater engagement and collaboration throughout the review process.