Whatever type of investment solutions you recommend, Dynamic Planner is home to all the research you need.
Access whole of market research of 1,650+ multi-asset solutions, including 900+ model portfolios from discretionary managers. Solutions are independently risk profiled each quarter to ensure their ongoing suitability for your clients.
They include funds which target a level of risk, for even more consistent outcomes for clients; solutions for your clients who are in decumulation, which smooth the volatility journey; and uniquely, solutions rated for their superior performance over the last five and three years.
At a firm level, you can create and save shortlists of solutions. Or you can build and manage your own model portfolios. However you work, in Dynamic Planner, your firm has confident control of your centralised propositions.