Quick and easy data transfer and simple set up

Ensure no disruption to your business and join the 100s of member firms choosing to continue using the same risk profiler

 

  • Access to all of Dynamic Planner – including the new, acclaimed 15-question ATR questionnaire
  • An end to end proprietary model – ensure nothing lost in translation when deciding on the most suitable outcome for your client
  • The new Client Review Report – MiFID II compliance in one easy to produce document
  • Cashflow planning not product planning – start with the client, not the product
  • Access to institutional level asset analysis – 48 asset classes with 13,000 correlations, reducing credit and liquidity risk

Please complete the simple form and a Business Consultant will give you a call.