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. MiFID II regulation requires demonstrating suitability at least every 12 months. Massively increase your firm’s efficiency and productivity by preparing high-quality portfolio reviews in minutes, not hours. Dynamic Planner delivers and demonstrates value to your clients with beautiful, touch of a button reports helping 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.
- Pull in data through back-office integrations with Intelligent Office and Plum, or via valuations integrations with all leading platforms.
- 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.