Dynamic Planner Investment Process

Risk Profiling

Accurately profile clients’ experience, attitude and capacity for taking on invest risk and translate that into a risk-based plan and asset allocation that delivers. Trust the UK’s most widely used asset and risk model to ensure your clients invest at a level of risk that’s right for them.

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Portfolio Review

Ensure ongoing suitability with portfolio reviews that add value and insight at the touch of a button with data sourced from Dynamic Planner, whole of market platforms, providers or your back office. Ensure asset and risk model integrity throughout your investment and review process.

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Cashflow Planning

Add value to clients and test their real risk capacity with easy-to-use cashflow planning tools which use consistent risk-based assumptions. Perform goal-based planning for accumulation and decumulation and produce high-quality professional reports clients understand and value.

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Research & Recommendations

Ensure your investment proposition works in good markets and bad. Build it based on whole of market research which uses a consistent definition of risk. Access over 1,200 investments reviewed quarterly against Dynamic Planner’s asset and risk model for peace of mind. Select investments targeted against your client’s risk profile so that they stay suitable.

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Client Reports

Demonstrate the value your firm adds with clear, graphical and insightful white labelled reports so clients are only too happy to pay your fees. Share reports securely online and deliver the services of a modern practice.

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Integrated end-to-end process. Reduce the time, cost and risk of re-keying recommendations onto platforms or your back office and ensure what gets planned actually gets placed. Aggregate client portfolios from across the market and apply a consistent assessment of risk and performance reporting.

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Digital Advice

Be more productive by inviting clients to complete their risk profile questionnaires securely online before your meeting or using our popular iPad app to engage face-to-face with clients Automate your ISA advice via your website. Provide an ongoing service with a white labelled app or portal.

Find out more about our Digital Advice here