Service
How can we help you join up suitability and sustainability?
For those of you who couldn’t join us last month for our sustainable investing events, you may not yet have seen the new sustainability questionnaire in Dynamic Planner. This has been specifically purposed to help you engage with your clients in a structured way, so you can properly understand their level of preferences when it […]
Dynamic Planner Updates – May 2021
By Joshua Knight, Head of Product It’s been a busy few months! And now, in our May release, we’re excited to release a number of exciting changes. Firstly, our new Sustainability questionnaire is now available for all users. You’ll notice the ‘Risk profiling’ process has been reborn as the ‘Client profiling’ process, with its broader […]
EQ Investors portfolios now risk profiled on Dynamic Planner
Advice firms can now benefit from EQ Investors range of solutions being risk profiled on Dynamic Planner. EQ Investors (EQ) is an award-winning B Corp discretionary fund manager focused on sustainable and impact investing and has been running sustainable portfolios since 2012. EQ offers two sustainable solutions for advisers: Positive Impact (active) and Future Leaders […]
How does our new sustainable investing questionnaire work?
By Louis Williams, Head of Psychology & Behavioural Insights Advice firms aim to optimise their clients’ investment returns. But the potential impact sustainable investing can have can be misjudged, alongside the importance clients place on returns and their sustainability preferences. As sustainable investing, as a subject, considers managing risk, doing well by doing good, reduced […]
Dynamic Planner launches sustainable investing insight
Whole of market MSCI ESG fund research now available in Dynamic Planner to help advisers match people to sustainable portfolios Helping advisers solve the ‘mystery’ of sustainable investing and ensure clients fully understand both ESG risk and opportunity 3 February 2021: Advisers using Dynamic Planner now have whole of market MSCI ESG fund research at […]
Volatility – Friend or foe for your client’s portfolio?
JIM HENNING, Head of Investment Services at Dynamic Planner, shines a revealing light on risk and volatility and the starkly different impacts they can have on a client’s portfolio in accumulation, as opposed to decumulation. Here, Jim contrasts the conflicting experiences of pound cost averaging and pound cost ravaging and what they mean for your […]
How can you best communicate recommendations to clients for advised portfolios?
By Chris Jones, Proposition Director Last year’s crisis vindicated a ‘stay invested’ message to clients and once again underlined the value of diversification through multi-asset investing. Having said that, we have all seen since the social and economic uncertainty which has continued to drive increased volatility in markets. As we become increasingly accustomed to the […]
Dynamic Planner Updates – Dec 2020
Welcome to the latest ‘Dynamic Planner Updates’. It has been an exciting time after the launch of our new cash flow planning in early November – with lots of great new enhancements to tell you about. First, a new ‘Fund search’ has gone live for all users in Dynamic Planner – login now and take […]
Independent review of Dynamic Planner Cash Flow published
An independent review of Dynamic Planner’s new Cash flow planning service has been published. The Paraplanners Paraplanner Perspective: Dynamic Planner Cash Flow, is available now to download here. Colin Stewart, in-house at retirement planning expert at The Paraplanners, conducted the review independently with no input from Dynamic Planner other than an initial overview. Colin has […]
Dynamic Planner Updates – Oct 2020
Over the past few weeks, we have released multiple tweaks and enhancements to Dynamic Planner, while work has continued on our new Cash Flow forecaster. Below is a quick recap of some of the recent changes we’ve made: More room for ‘Client objectives’ – A small, but important tweak. We’ve increased the size of the […]