Look great and save time with the Risk Profiling app
The Dynamic Planner Risk Profiler app for iPhones and iPads gives you the ability to deliver the Dynamic Planner risk profiler process offline and on the move.
An independent review by the Financial & Technology Research Centre (F&TRC) found that in combination with Dynamic Planner, the risk profiler app dramatically reduces the time required for a suitability review from over 5 hours to just 49 minutes.
All activities and client risk profiling reports are synced back to Dynamic Planner to allow the adviser and their team to use this as the basis for further planning.
Risk Profiler key features include
Download the F&TRC reporthere