Using Dynamic Planner’s psychometric risk and sustainability questionnaires you can accurately record your clients’ preferences to use throughout your process.
Risk Profiling Questionnaires
Using Dynamic Planner’s award winning psychometric risk profiling questionnaires helps you to ensure nothing is lost in translation throughout your financial planning process, with one definition of risk.
Sustainable Investing Questionnaires
Having a repeatable conversation with clients about sustainable investing can be complex. And regulation is expected here. To help you address this, Dynamic Planner Client Profiling includes a sustainability questionnaire, to help frame your conversations with clients.
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