Asset Allocation

Help determine suitable portfolios for your clients using Dynamic Planner to showcase a range of outcomes that could reasonably be expected for a client's risk profile over a given period.

Dynamic Planner has been building and refining its asset allocation model since 2005 as an essential component to support its financial planning system. It is the engine behind the risk and reward trade-off for a client’s portfolio, driving expected returns and the risk assessment of funds and strategies.

Calculations are based on a single ‘benchmark’ asset allocation, built by our expert Asset Risk Model team to provide a good return and be easily understood and replicated by advisers.

Dynamic Planner has added value to my firm by helping me design suitable investment portfolios. It saves me many hours of work and adds accuracy to my portfolio design.

Milton GordonMilton Gordon and Co

Matching people with portfolios 

  • A 49 asset class model provides default, optimised allocations for each risk level and enables easy comparisons with a client’s current allocation
  • Detailed asset allocation breakdown, beautifully displayed at the touch of a button within a Client Review Report
  • Relevant benchmarking helps clients quickly understand portfolio performance more

Next - Engage powerfully with clients to answer life's big questions

Cash Flow Planning

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the market leading investor risk profiling service.