Risk Profiling Report

Dynamic Planner has been selected as the best by award-winning financial adviser group Tenet to provide its members with risk profiling and asset allocation investment processes.  All Tenet appointed representatives and directly authorised clients of TenetSelect will be able to use Dynamic Planner to risk profile their clients, enjoy full, two-way integration with Intelligent Office […]

Last week, we released the latest changes to Dynamic Planner as part of our series of monthly enhancements. We have updated the forecast to show the client the effect of not investing their money. The ‘Not invested’ column helps clients visualise the impact that inflation would have on their portfolio over 20 years. We include […]