Risk Profile Invites
Risk Profile Invites is a new Dynamic Planner feature to enable a digital link between advisers and their clients, helping to save time and ensure investment suitability.
It allows you to invite your clients to complete a simple risk profiling process online at a time and location that is convenient to them. Once they have submitted their responses you will be able to quickly import the data into Dynamic Planner to complete the rest of the planning process.
This new service will speed up the process of risk profiling clients and reduce any error that may occur by inputting the responses manually, as well as saving time in filing and administration.
Watch our video to see how it works: