Questionnaire
Combine Attitude, Capacity and Experience
Risk profiling doesn’t start and stop with an Attitude to Risk (ATR) questionnaire. It sits within a larger process, which is carefully followed until all parties are happy with a final output. To begin with, an initial picture of a client’s ATR is evaluated. Capacity for Risk and Investor Experience are evaluated separately in Dynamic […]
The Psychology Behind the Questions
Read time: 4min In early 2018 at Dynamic Planner, we launched a significant improvement to our already market-leading risk profiling service – a new 15-question attitude to risk questionnaire. Feedback from our thousands of users in the 24 months since has been very positive – and usage of the questionnaire has only grown and risen. […]
Dynamic Planner Update – February 2018
Fresh off the back of our 6th Dynamic Planner Annual Conference, we have released the February changes to Dynamic Planner. This release sees some important changes to Dynamic Planner’s risk profiling process, along with more improvements to our reports. Risk Profiling enhancements We have made a number of improvements to the risk profiling process. Firstly, […]