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.