Client Profiling

Using Dynamic Planner’s psychometric risk and sustainability questionnaires you can accurately record your clients’ preferences to use throughout your process.

Risk Profiling

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.

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Sustainable Investing Questionnaires

Having a repeatable conversation with clients about sustainable investing can be complex. And regulation is expected here. Dynamic Planner Client Profiling includes a sustainability questionnaire, to help frame your conversations with clients.

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Client Access

Dynamic Planner ‘Client Access’ empowers a customer to complete the risk and sustainability profiling questionnaires remotely, introducing a fresh touchpoint with your firm.

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Powerful. Easy to use. Trusted by more than 6,500 advisers. Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Click on the hexagons below to find out more.

Client Profiling Review Cash Flow Research
Client Profiling Review Cash Flow Research

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