Dynamic Planner’s mission is to enable advice firms to match people with suitable portfolios through engaging financial planning. In Dynamic Planner, firms can risk profile their clients on a 1-10 scale before matching them with an investment solution with an appropriate risk badge.
Today, 150+ leading asset management firms partner with Dynamic Planner, whose users represent more than one in three advice firms in the UK. Users have access to institutional-quality research of investment solutions. Research is independent and whole of market.