Fund and Asset Managers

Learn more about the risk profiling services that Dynamic Planner offer, to help support your funds.

Dynamic Planner December 2017 Updates

Josh KnightPublished: 12 December 2017

The December release of Dynamic Planner is now live. There are not many changes which you will notice directly, as most of the work this release has been behind the scenes, keeping Dynamic Planner running smoothly.

We are busy preparing for an exciting start to 2018, with major improvements to the Dynamic Planner Risk Profiling process coming in February. Updates to our Investor Experience and Capacity questions have been informed by your feedback and will be complemented with enhanced risk profile descriptions.

If you would like to see the new questions, please get in touch via your account manager or our Client Success team.


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