Model portfolios & shortlists

Dynamic Planner can improve the efficiency of preparing investment advice, with configurable fund shortlists and model portfolios to speed up the fund selection process.

Fund shortlists

Fund shortlists can be created to include your frequently used funds. The shortlists are then available during the fund selection process, providing quick access to commonly used funds, instead of having to search and select from the entire list of available funds for each client.

Model portfolios

Within Dynamic Planner you can build model portfolios (standard pre-defined fund portfolios) balanced to match the asset allocation for each risk level. These portfolios will then be available to you in the fund selection process. If you use several standard portfolios for a risk level, you can set one of the portfolios as the default, allowing faster access to it with a single click from the fund selection screen.

With model portfolios available, you do not need to build a portfolio from scratch to match a target asset allocation for every client you advise. In most cases you will be able to just use (or edit) an available model portfolio that matches the client’s target asset allocation.