Dynamic Planner Investment Process

Risk Profiling

Evaluate clients in three key areas: experience with investing, attitude to investment risk and capacity for taking investment risk. In 2017, an independent report into the performance of top risk profiling services in the UK ranked Dynamic Planner first.

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Portfolio Review

Efficiently streamline process of analysing current client portfolios with Dynamic Planner’s powerful asset and risk model. Conveniently create portfolio reviews for existing clients at the touch of a button.

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Cashflow Planning

First-class financial planning tools help you ensure a client’s investment suitability. Perform goal-based planning for investment and retirement, and produce professional reports to enhance your practice’s presentation.

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Research & Recommendations

Harness the UK’s most tried and tested asset and risk model, and accurately assess expected risk characteristics of funds or model portfolios over longer term. Match risk to end investor’s agreed risk mandate, and meet and exceed regulator’s suitability requirements.

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Client Reports

Comprehensive reports clearly demonstrate value added by an advisory relationship and conveniently document process advisers complete with clients. Illustrate reports – automatically populated with data entered – professionally with your own company branding.

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Dynamic Planner currently boasts 19 different platform integrations, all seamlessly committed to helping financial planning and practice management run more smoothly. Platform integrations reduce cost, save time and improve efficiency.

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Digital Advice

Save time preparing for client meetings by inviting customers electronically to complete risk profile questionnaire first online. Risk Profiler app cuts time to complete suitability review from more than five hours to under one.

Find our more about our Digital Advice here