Ensuring the suitability of a portfolio is central to the value you bring to your clients. A suitable portfolio provides a higher chance of your clients achieving what’s important to them while helping avoid risks they are not willing or able to take.
Efficiently and accurately completing a portfolio review is becoming more difficult as client data must be sourced from multiple places, then analysed consistently. With Dynamic Planner, portfolio details can be uploaded automatically from 21 back offices, platforms and providers.
As suitability remains a key focus of the FCA and Europe’s MiFID II regulation, 2019 has seen a significant enhancement to the Dynamic Planner Client Review process ensuring ongoing investment suitability.