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 its client risk profiling process.

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 to your clients with beautiful reports created at the touch of a button.

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I don’t think there is anything else out there like ‘Elements’ – it’s a new document for a new process, which, because of MiFID II, advisers have to produce and go through now

Chris MillerMiller Associates

Whole of Market

Dynamic Planner uses 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 1,300 risk profiled investments from more than 120 asset managers. Wealth Portfolio reporting provides private client quality reporting on investment strategy, fund performance and investment holdings at the touch of a button.

  • Whole-of-market data feeds for all collective investments available for sale in the UK – 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 on funds. Accurate risk profiling using 49 asset classes
  • Risk profile against Dynamic Planner’s proprietary asset and risk model to ensure a consistent definition of risk
  • Branded web and iPad app for ongoing client servicing

What can you do

  • Assess the risk the client is taking against their target risk profile and identify which investments need work in order to align or rebalance them.
  • Produce beautifully designed reports – white labelled for your firm – which help demonstrate the value you and your practice provide in helping a client achieve their investment goals at a suitable level of risk.

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

Asset Allocation