Essential resources for advisers, compliance officers and firms.
A solid foundation for your planning
With Consumer Duty putting customer needs front and centre, understanding your clients, and evidencing that understanding, have never been more important. This makes having an efficient, self-documenting advice process a distinct business advantage.
Matching a client’s risk tolerance with the risk level of a recommended investment solution is vital for positive outcomes, as is client understanding and expectation management. With Dynamic Planner, you can make risk profiling a keystone of your client’s wealth and financial planning journey, alongside financial wellbeing and sustainability.
Deepen your understanding of your clients’ risk tolerance
- A scientific, industry-standard definition of risk, applied consistently throughout the entire Dynamic Planner platform
- Psychometric questionnaires built in partnership with Henley Business School
- Enable your clients to complete risk profile questionnaires remotely
- Measure your client’s attitude to risk, alongside their capacity for risk
- Measure your client’s attitude to sustainable investing
- Assess vulnerability with our Financial Wellbeing questionnaire
“We came away from another risk profiler which we felt was limited. We were looking for something more progressive, focusing on the client’s willingness to take risk, alongside their capacity for loss. The extra questions in Dynamic Planner are so important.”
Simon Drake, Bainlye Drake Wealth
Bainlye Drake Wealth
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Risk questionnaires born from ‘outstanding’ academic collaboration
Adopting both original and established academic research, Dynamic Planner’s risk and sustainability questionnaires ensure that you accurately capture the complexity of how your client feels, behaves and thinks concerning investing. The questionnaires are psychometric in approach, fusing psychology with statistics, and detailed data development and interpretation.
Attitude to investment risk is a latent variable and something which cannot be directly observed. To measure effectively, questions exploring different dimensions of a client’s attitude are used to paint a picture of their overall attitude to risk.
Dynamic Planner’s market-leading questionnaire measures five elements of a client’s financial personality to help you understand what drives, prevents and enables them to take investment risk. Together, these elements form a dynamic model that calculates a suggested risk profile for the client.
