Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.
Internationally-based advisers utilise Dynamic Planner’s risk profiling and asset allocation investment process to help them ensure investment suitability, increase efficiency and help them demonstrate value to their clients.
Dynamic Planner Benefits
- Join the growing number of advisers across Europe and around the world who already use Dynamic Planner as part of their investment process
- Meet MiFID II suitability requirements
- Market-leading independent risk profiling tool
- Dynamic Planner Portfolio Suitability Hub includes both onshore and offshore funds
- Client email tool to invites clients to complete risk profile questionnaires ahead of meetings
- Risk Profiling app allows you to work on iPhone or iPad during client meetings
- Client-friendly reporting