The engine room of your firm’s financial planning. Rigorous. Objective. Whole of market. And proudly independent.
Dynamic Planner’s institutional quality risk analysis. Your firm’s centralised propositions. Research and recommend retail investments and products without bias or restriction. Create solution shortlists. And build and manage model portfolios. It is up to you.
Match clients with suitable portfolios, 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.
