Portfolio Review

Quickly and accurately completing portfolio reviews has become increasingly difficult. Dynamic Planner ensures ongoing suitability for your clients with an efficient portfolio risk assessment consistent with a client's risk profile.

In 2019, Dynamic Planner announced significant enhancements to its service and launched Elements and its new Client Review Process. Suitability remains a key focus for the FCA and MiFID II regulation, putting increasing pressure on the review process. Dynamic Planner has responded to ensure your clients receive the best possible service from you and your firm, who, in turn, are able to service clients more efficiently.

MiFID II regulation requires you to demonstrate suitability for clients at least once every 12 months. Dynamic Planner allows you to significantly increase your firm’s efficiency by preparing professional review reports in minutes, not hours. It also enables you to demonstrate real value for your clients with beautiful reports created at the touch of a button.

Dynamic Planner is excellent – and it’s only got better the more we have used it. We’re really impressed. It’s saving us a tremendous amount of time – and I mean hours and hours per client

Nick RyanYellow Bear Financial Consultancy

Whole of Market

Dynamic Planner uses data direct from asset managers, alongside whole of market FE investment feeds and provides clients with the most comprehensive and accurate investment risk profiling service in the UK, including more than 1,400 risk profiled investments from more than 130 asset managers.

  • Whole of market data feeds for all UK investments – including OEICs, investment trusts and ETFs
  • 2401 correlation model, enabling the most accurate and detailed assessment of potential risk and return of any portfolio
  • Deep dive, quarterly risk profiling of 1,400+ funds. Accurate risk profiling using 49 asset classes
  • Risk profile against Dynamic Planner’s proprietary asset risk model to ensure a consistent definition of risk throughout your firm’s planning and advice process
  • Branded web and iPad app for ongoing client servicing

What Can You Do?

 

  • Assess the risk a client is taking against their risk profile and identify which portfolios need work in order to rebalance them
  • Produce beautiful reports – white labelled for your firm – which help demonstrate the value you and your practice provide, in support of clients achieving their investment goals at a suitable level of risk

Watch Video

 

Next - Assess any combination of asset classes, show how much risk it involves and how it differs from a given risk benchmark

Asset Allocation

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the market leading investor risk profiling service.