By helping accurately risk profile investors as part of a risk-based plan, Dynamic Planner helps you ensure investment suitability, deliver a great service and demonstrate your value to your clients and customers.
We ensure investments in each Dynamic Planner Profile meet our definition of suitable risk and track the risk profile of every investment on a quarterly basis. To see the full value of this comprehensive and market-leading risk-profiling service, request a demo to experience Dynamic Planner for yourself.
A named consultant will coordinate your training and ensure the smoothest onboarding process possible. The Client Success team will continue to provide dedicated support post live.
*Please note an onboarding fee of £120.00 will apply for the first year, per user, payable over 12 months within the monthly licence fee.
*All prices shown are exclusive of VAT
Dynamic PlannerEnsuring Investment Suitability
£ 97.00Per month Per User
- Risk Profiling
- Portfolio Review
- Asset Allocation
- Cashflow Planning
- Research and Recommendations
- Client Reports (White Labelled)
- Risk Profiling App
- MyPlanning App
- Benchmark Asset Allocations updated quarterly
- Training Webinars and Nationwide Academies
- Exclusive Industry Insight and Analysis
- Dedicated UK Support Centre
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.