Portfolio Review

Ensuring the suitability of a portfolio is central to the value you bring to your clients. A suitable portfolio provides a higher chance your clients will achieve the things in life that are important to them while helping them avoid the investment risks they are not willing or able to take. Efficiently and accurately completing a portfolio review is becoming more difficult as client data often has to be sourced from multiple places then analysed consistently. With Dynamic Planner, portfolio details can be uploaded automatically from over 25 back offices, platforms and providers. As suitability remains a key focus of the FCA and Europe’s MiFID II regulation, more and more firms are turning to Dynamic Planner to help them remain compliant.

A screenshot of the Portfolio Suitability Hub within Dynamic Planner

Portfolio Risk Assessment

Dynamic Planner ensures ongoing suitability across your firm using a portfolio risk assessment that’s consistent with the client profiling process, so nothing is lost in translation. It massively increases your firm’s efficiency and productivity by preparing high-quality portfolio reviews in minutes, not hours. And it delivers and demonstrates value to your clients with insightful reviews that ensure ongoing suitability and help to grow your relationships.

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 firm provide in helping a client achieve their investment goals at a suitable level of risk.

“Dynamic Planner has added value to the firm, in terms of ensuring suitability, by helping me design investment portfolios. In terms of efficiency, it saves me many hours of work and adds accuracy to my portfolio design”

Milton GordonMilton Gordon and Co

Whole of Market

Dynamic Planner uses whole-of-market investment feeds and provides clients with the most comprehensive and accurate investment risk profiling service in the UK, covering more than 1,200 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
  • Deep dive quarterly risk profiling on funds. Accurate risk profile using 49 asset classes
  • Risk profiling 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

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 full functionality of Dynamic Planner.