Dynamic Planner, the UK’s leading digital advice platform, has added Timeline’s Classic and Tracker model portfolios to its range of over 1000 risk profiled model portfolio solutions.
As one of the fastest growing DFMs, Timeline joins over 150 investment managers and 1800 investment solutions on Dynamic Planner. These are the first Timeline portfolios to be included on the platform, and are aligned with risk profiles and regulatory requirements, with fees starting at 0.09%.
Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner said: “We continue to bring on new MPS partners to the platform, ensuring we deliver the broadest range possible to our clients and theirs, for which MPS now totals over 1000 investment solutions.
“We welcome Timeline to Dynamic Planner and look forward to opening up an even more extensive choice of MPS for the advice community to select from.”
Ed Carey, COO at Timeline said: “We’re excited to partner with Dynamic Planner to make it easier for advisers to align our portfolios with their clients’ risk profiles. With Dynamic Planner’s risk ratings widely used across the market, having these portfolios on the platform supports a more consistent, compliant, and client-focused investment process. It’s another step in helping advisers deliver clear, robust advice underpinned by evidence-based, low-cost portfolios.”
