Look great and save time with the Risk Profiling app
The Dynamic Planner Risk Profiler app for iPhones and iPads gives you the ability to deliver the Dynamic Planner risk profiler process offline and on the move.
An independent review by the Financial & Technology Research Centre (F&TRC) found that in combination with Dynamic Planner, the risk profiler app dramatically reduces the time required for a suitability review from over 5 hours to just 49 minutes.
All activities and client risk profiling reports are synced back to Dynamic Planner to allow the adviser and their team to use this as the basis for further planning.
Risk Profiler key features include
Download the F&TRC reporthere
What our clients say:
From the outset, my experience with the Distribution Technology team has been second to none. The initial introduction was madeby an existing client of DT, who was looking at using the platform here in Jersey. The Youtube clips give a good overview of the capability and following a direct call to one of their local representatives, I was provided with a live demonstration and access to the system in order to trial this myself and get a real feel of how this could work for our new business. Since signing up to the licence we have had plenty of support from both the initial representative and the client support team to help guide us through the system. Although being based in Jersey, there are areas that will need to be adapted to meet our particular jurisdiction, the team has been incredibly supportive and nothing is too much of a problem. There is plenty of opportunity to tailor the system to meet our proposition and there are regular improvements and updates based on the feedback provided.Vantage Limited
We believe our members can save over 200 hours a year, the equivalent of £25,000 a year in fees, by using Dynamic Planner as a single joined up system to plan, transact and manage their wealth clients. It has successfully powered our compliant investment process for several years.SimplyBiz
We were up and running with 20 advisers in less than two weeks. Dynamic Planner is intuitive, easy to use and easy to implement. I would recommend it to any firm.RSM Tenon
We selected Dynamic Planner as our recommended risk profiling tool after researching and sampling a number of tools available to IFAs. A key concern for our members is to provide a compliant investment process and we felt that Dynamic Planner offers a simple but highly effective tool for assessing a client’s attitude to risk, capacity for loss and investment time-frame.Reality Compliance Partnership
We started using Distribution Technology because we really liked the risk profile questionnaire. We believe that when determining a client’s approach to risk and capacity for loss, it is the conversation that is the most important element. We’ve been using the Distribution Technology risk profiler with great success for over 3 years however the new Risk Profiler app is on another level.
The ability to use the app offline and to scroll through the various risk levels has made risk profiling far more interactive and engaging for the client. To then be able to generate the client report on the spot with the client signature is a real time saver. The whole process is simple and effective.
Thank you DT!Rapport Financial Planning