Risk Profiling

Dynamic Planner has been trusted in the UK for more than 16 years as the preferred psychometric risk profiling methodology, used by thousands of advisers and paraplanners.

Ensuring investment suitability remains at the heart of the value that you bring to your clients. Having helped thousands of advisers, over many years, understand the risk level of their clients, we know accurate risk profiling helps you build longer, deeper relationships. A good understanding of your client’s risk level is paramount to enable them to achieve their goals. Accurate risk profiling also means that in a market downturn they are more likely to be comfortable with any short-term fall in the value of their portfolio.

Good risk profiling also helps ensure compliance with FCA and other industry regulation. At the same time, our independent, robust asset allocations, created for each risk profile, can help you deliver good, risk-adjusted returns for your clients.

Dynamic Planner available on Desktop, iPad and iPhone

Dynamic Planner allows us to match an agreed risk profile with a suitable investment. That, in a nutshell, is what Dynamic Planner does and where the value it adds lies"

David OwenAnnetts and Orchard
Risk Profiling app on the iPad

Award Winning Risk Profiling

  • A 49 asset class model provides default, optimised allocations for each risk level and easy comparisons with a client’s current allocation
  • Beautifully designed risk profiling reports can be produced at the touch of a button and white labelled for your firm
  • iPhone and iPad app enriches face-to-face suitability discussions
  • Client email invitation enables risk profiling to be completed by client securely online – saving you time

Our Proven Model

No other risk profiling service can compare with our market-leading experience. Our highly qualified in-house team have many years of financial planning, actuarial and investment management expertise. We work with leading academics from the International Capital Market Association Centre at Henley Business School to incorporate the latest research and psychometric thinking. The Dynamic Planner Investment Committee reviews asset allocations and model assumptions quarterly and includes independent experts from academia and industry.

The Dynamic Planner proprietary asset allocation model has a proven track record of delivering against risk profiles. The target allocations are designed to optimise risk-adjusted returns for each risk profile and deliver within a range of expected returns and losses. A range of apps help you and your firm complete the risk profiling process efficiently.

Dynamic Planner working with Henley Business School
Dynamic Planner working with the International Capital Market Association Centre

The No. 1 Risk Profiling Process

Investor experience profiling designed to meet FCA requirements. Choice of three different length psychometric questionnaires with a robust, auditable approach covering:

 

  • Experience with investing
  • Attitude to investment risk
  • Capacity for taking investment risk

The Questionnaire

Each questionnaire designed and tested to rigorous standards.

 

  • Plain English Crystal Marked risk descriptions
  • Value at risk assessment based on one in 20 year expected losses
  • Assessment of client’s existing portfolio risk
  • Optimised asset allocations

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and see what Dynamic Planner can do for you.

Next - Ensure ongoing suitability with portfolio reviews

Portfolio Review