Having helped thousands of advisers, over many years, understand the risk profile of their clients, we know how important accurate risk profiling is in building longer, deeper relationships. A thorough, structured conversation about financial risk with your client helps build trust in your relationship and a good understanding of your client’s risk profile is paramount to enabling them to achieve their goals.

The Dynamic Planner Risk Profiling service is now available in 2020 with new and improved screens, as part of a rolling programme of significant upgrades – optimised for use on all of your devices, including mobile and tablet. You can quickly create a beautiful, bespoke Risk Profile Report, branded with your firm’s logo and your own choice of imagery. Plus, report content can be personalised to your client using simple formatting options.

No other risk profiling service can compare with the market-leading experience Dynamic Planner offers. Our in-house team together have many years of financial planning, actuarial and investment management experience to bring to bear. We also 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.