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.

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

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.