Whatever type of investment solutions you recommend to your clients, Dynamic Planner is the home to institutional-quality research you can trust.
Whether you recommend multi-asset, or MPS; construct and manage your own model portfolio solutions; or whether your firm is both manufacturer and distributor, Dynamic Planner enables confident oversight of your centralised propositions, underpinned, at its heart, by suitability and good client outcomes.
Dynamic Planner’s Investment Services team independently risk rate 1,700+ solutions each quarter, so you can be confident of its current and ongoing suitability for your client. The team work with more than 150 leading asset management firms, receiving details of solutions’ underlying holdings and objectives, to provide you and your client with the most accurate picture of its expected risk and return.