Dynamic Planner, the UK’s leading risk based financial planning system, has again expanded its universe of risk profiled funds to include PortfolioMetrix’s three Core funds.
New to Dynamic Planner, PortfolioMetrix is a discretionary investment manager which helps independent financial advisers to deliver expected outcomes for their clients. PortfolioMetrix builds portfolios that ‘fly in formation’, this is achieved via consistent risk spacing and risk separation. The portfolios provide a coherent toolset for advisers, leading to suitable outcomes for investors as well as efficiency gains for the advice business.
The three PortfolioMetrix funds now risk profiled on Dynamic Planner are:
- PortfolioMetrix Core Assertive
- PortfolioMetrix Core Balanced
- PortfolioMetrix Core Cautious
Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner said: “We welcome PortfolioMetrix to the expanding Dynamic Planner ecosystem of leading financial advice and wealth organisations, who now sit alongside our 160 expert managers in the universe of over 1700 risk profiled funds. We look forward to helping them match people to suitable solutions through our multi award winning financial planning technology over the months and years to come.”
Ben Peele, PortfolioMetrix managing director, said: “We know advisers don’t like being tied to one provider so, while we have our own risk profiling tool, we also appreciate different firms will have different preferences and may have long established relationships with third-party software providers.
“We’re delighted to partner with Dynamic Planner and to have them risk profile our three Core funds.”
This latest integration is the continuation of Dynamic Planner’s commitment to solving industry wide inefficiencies, a strategy at the heart of the firm’s vision.