Fund and Asset Managers

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

Dynamic Planner March Release

Download our Free Guide to Risk Profiling
Josh KnightPublished: 08 March 2018

Last week, we released the latest changes to Dynamic Planner as part of our series of monthly enhancements.

We have updated the forecast to show the client the effect of not investing their money. The ‘Not invested’ column helps clients visualise the impact that inflation would have on their portfolio over 20 years. We include inflation and assumed charges in the forecast, which dampen the returns shown to the client, but makes them a more realistic benchmark for their future portfolio.

Josh blog 1.jpg

The value at risk forecast plays a pivotal role in the risk profiling process, providing the client with a numerical value as to the likely losses and gains they could face for a given risk profile. Using the value at risk forecast, you can (and should) have a quantitative discussion about your client’s capacity to take risk with their portfolio.

What do the three outcomes show?

A common question for new users of Dynamic Planner is what each of the three outcomes of the stochastic forecast show. We have put together the handy infographic below to demonstrate.

 

Josh blog2.jpg

Changes in March

We are updating the forecast to show the client the effect of not investing their money. We include inflation and assumed charges in the forecast, which dampen the returns shown to the client, but makes them a more realistic benchmark for their future portfolio. The ‘Not invested’ column helps clients to visualise the impact that inflation would have on their portfolio over 20 years.

For more complex cases, you can go on to explore how the clients’ portfolio will withstand one-off or regular income withdrawals from the portfolio through our stochastic forecasts.

Josh blog3.png

The ‘Not invested’ feature was first developed for AccessAdvice, our digital advice process, and has been requested by several users to be added into Dynamic Planner. The change will also appear in the iOS risk profiler app - available for iPhone and iPad - over the next few weeks, so make sure you update when the new version is available.

Josh blog4.gif

 

If you have not tried the iOS app, you should. It is included as part of your Dynamic Planner licence. Simply download the app and sign in with your Dynamic Planner username and password. The app provides the full risk profiling process, works online and offline and fully synchronises with your Dynamic Planner account.

Also in March, we have made a few amendments to the Risk Profiling report, most notably allowing you to exclude the recommendation view from the report – this is particularly helpful if you are giving the report to your client prior to entering recommendations into Dynamic Planner.

 

Josh blog5.gif

 

We would love to hear how you are finding the new and improved reports. Please let us know.

 

Joshua Knight,

Dynamic Planner Product Manager

Report, Product Update, Risk Profiling, Updates

  

Request a Demo

Sign up to receive news, posts and free guides

Recent Posts