Asset Classes

Back in October, we extended the range of asset classes covered by Dynamic Planner, giving you access to unprecedented precision in the risk analysis performed on your client’s current and recommended portfolios. We have updated the recommendations section in Dynamic Planner to help you see the additional data available to you when constructing a portfolio. […]

Today we are releasing some powerful changes to Dynamic Planner’s Asset and Risk Model. We are updating Dynamic Planner to use more granular asset allocation data for funds, with the objective of providing enhanced precision of risk analysis. This enhancement is enabled by incorporating the additional analysis conducted by our Asset and Risk Modelling (ARM) […]