The engine room of your firm’s financial planning. Rigorous. Objective.
Whether whole of market or vertically integrated, trust Dynamic Planner’s institutional quality risk analysis. Your firm’s centralised propositions. Research and recommend retail investments and products. Create solution shortlists, aligned to target markets. Build and manage model portfolios.
Match clients with suitable solutions, aligned to agreed levels of risk and sustainability. Recommend solutions which target risk in accumulation, or which preserve capital in decumulation. Come full circle and in line with regulation, efficiently tie your research to defined target markets.
