Features Adoption Resources Events About Call: 0333 6000 500 Login Request Demo Complete fund research using an Asset Risk Model you trust. Ensuring a recommendation you make accurately reflects a client’s risk profile is pivotal So, foremost, they pursue their objectives at a level of risk they are willing and able to take. The FCA reiterated in its ‘Consumer Investments: Strategy’ [Sept 2021] of its desire for people to ‘invest with confidence… [to] suit their circumstances and attitude to risk’. Increasingly today, there is a further emphasis to reflect a client’s sustainability preferences in their portfolio. But how do you achieve all that, while maximising the likelihood of good, risk-adjusted returns on a client’s investments? Dynamic Planner enables you and your firm to complete independent, whole of market fund research provided by our in-house team of analysts and qualified investment professionals. You also have access to independent, whole of market ESG research through our partnership with MSCI, a global pioneer in sustainable investing. Each quarter, our team of investment analysts independently risk profile more than 1,500, whole of market solutions for you to research and recommend for clients. They represent more than £220bn of assets and include Risk Targeted and Risk Managed Decumulation funds to match your client’s individual needs. A sophisticated asset allocation model, with a proven track record dating back to its 2005 launch, underpins our research and industry reputation as a leading provider of risk analysis. Further, it enables you to powerfully frame the suitability of recommendations you make for clients. Investment Strategy and Asset Allocation In Dynamic Planner, you and your firm can also build and manage your own model portfolios, accurately aligned to a risk profile – and construct and manage a Centralised Investment Proposition, or Centralised Retirement Proposition, using whole of market fund shortlists, encompassing OEICs, unit trusts, investment trusts, ETFs, pension funds and DFM model portfolios, in the UK and offshore. In line with PROD 3 regulation, you can identify and define your client target markets, ensuring products you recommend meet their needs and objectives. Target markets can be defined by age, wealth, risk profile, objectives and type of product. Risk Profiled funds Risk Targeted Funds Risk Managed Decumulation funds Sustainable investing research Get in touch Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Book a call Ensuring a fund recommendation is accurately aligned to a client’s risk profile is key – so that they pursue their objectives at a level of risk they are willing and able to take. There must be a clear link from investments you recommend back to your client’s risk profile, as the regulator and FCA has voiced. The challenge is how to evidence this effectively, while maximising the likelihood of strong, risk-adjusted returns. At Dynamic Planner, we have our own, experienced in-house team of analysts and qualified investment professionals. They independently risk profile approximately 1,500 investments each quarter – from whole of market – for you to research and recommend for clients. Together, those assets represent more than £220bn, from 150+ leading asset managers, who trust us as a leading provider of risk analysis. Nobody else in the UK risk profiles more funds. Our 1-10 fund risk profile scale [one represents the lowest level of risk and 10 the highest] runs seamlessly throughout Dynamic Planner and is perfectly aligned with all other assumptions. Learn more about our Asset Risk Model We risk profile Find out more Get in touch Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Book a call .mobile-title { opacity: 1; transition: opacity 1s; font-family: Roboto; fill: #333333; font-weight: 300; font-size: 20px; } .mobile-st0 { fill: #F2F2F2; } .mobile-st1 { fill: #A51A46; } .mobile-st1a { fill: #AD214D; } .mobile-st2 { fill: #D68438; } .mobile-st3 { fill: #A61A47; } .mobile-st4 { fill: #A7A8AC; } .mobile-st5 { fill: #D8A824; } .mobile-st5a { fill: #E8B118; } .mobile-st6 { fill: #C15739; } .mobile-st6a { fill: #CE5649; } .mobile-st7 { fill: #85225E; } .mobile-st7a { fill: #8E2E6B; } .mobile-line { fill: none; stroke-width: 3; stroke-miterlimit: 10; } .mobile-ln1 { stroke: #A90F3D; } .mobile-ln2 { stroke: #D68438; } .mobile-ln3 { stroke: #A61A47; } .mobile-ln4 { stroke: #A7A8AC; } .mobile-ln5 { stroke: #D8A724; } .mobile-ln6 { stroke: #C25639; } .mobile-ln7 { stroke: #84235E; } #mobile-gp01aOverlay, #mobile-gp02aOverlay, #mobile-gp03aOverlay, #mobile-gp04aOverlay { opacity: 0; pointer-events: none; } @keyframes mobile-dash { from { stroke-dashoffset: 900; } to { stroke-dashoffset: 0; } } @keyframes mobile-shortdash { from { stroke-dashoffset: 50; } to { stroke-dashoffset: 0; } } @keyframes mobile-tada { from { opacity: 0; } to { opacity: 1; } } #mobile-gp01, #mobile-gp01a, #mobile-gp01b, #mobile-gp01c, #mobile-gp01d, #mobile-gp02, #mobile-gp02a, #mobile-gp02b, #mobile-gp02c, #mobile-gp02d, #mobile-gp03, #mobile-gp03a, #mobile-gp03b, #mobile-gp03c, #mobile-gp03d, #mobile-gp04, #mobile-gp04a, #mobile-gp04b, #mobile-gp04c, #mobile-gp04d { opacity: 0; } #mobile-gp04 { animation: mobile-tada 0.5s linear forwards; animation-iteration-count: 1; animation-delay: 0s; } #mobile-gp03 { animation: mobile-tada 0.5s linear forwards; animation-iteration-count: 1; animation-delay: 0.25s; } #mobile-gp02 { animation: mobile-tada 0.5s linear forwards; animation-iteration-count: 1; animation-delay: 0.5s; } #mobile-gp01 { animation: mobile-tada 0.5s linear forwards; animation-iteration-count: 1; animation-delay: 0.75s; } @keyframes mobile-poppy { 50% { transform: scale(1.60); } 100% { transform: scale(1); } } .mobile-polygon { transition: transform 0.5s; } .mobile-polygon:hover { transform: scale(1.60); } #mobile-gp01a { transform-origin: 227.7px 78.8px; animation: mobile-poppy 1s linear, mobile-tada 1s linear forwards; animation-delay: 1s; } #mobile-gp01aOverlay { animation: mobile-tada 0.5s linear forwards; animation-delay: 2s; } #mobile-gp02a { transform-origin: 272.3px 156.3px; animation: mobile-poppy 1s linear, mobile-tada 1s linear forwards; animation-delay: 1.5s; } #mobile-gp02aOverlay { animation: mobile-tada 0.5s linear forwards; animation-delay: 2.5s; } #mobile-gp03a { transform-origin: 227.7px 233.8px; animation: mobile-poppy 1s linear, mobile-tada 1s linear forwards; animation-delay: 2s; } #mobile-gp03aOverlay { animation: mobile-tada 0.5s linear forwards; animation-delay: 3s; } #mobile-gp04a { transform-origin: 272.3px 311.2px; animation: mobile-poppy 1s linear, mobile-tada 1s linear forwards; animation-delay: 2.5s; } #mobile-gp04aOverlay { animation: mobile-tada 0.5s linear forwards; animation-delay: 3.5s; } .mobile-snake { opacity: 0; fill: none; stroke: #000000; stroke-width: 3; stroke-miterlimit: 10; stroke-dasharray: 900; stroke-dashoffset: 0; animation: mobile-tada 0.5s linear forwards, mobile-dash 4s linear forwards; animation-iteration-count: 1; animation-delay: 2s; } .mobile-line { fill: none; stroke-width: 3; stroke-miterlimit: 10; stroke-dasharray: 50; stroke-dashoffset: 0; animation: mobile-tada 0.5s linear forwards, mobile-shortdash 0.5s linear forwards; animation-iteration-count: 1; } .mobile-circle { animation: mobile-tada 0.2s linear forwards; animation-iteration-count: 1; } .mobile-text { animation: mobile-tada 0.5s linear forwards; animation-iteration-count: 1; } #mobile-gp01c { animation-delay: 1s; } #mobile-gp02c { animation-delay: 1.5s; } #mobile-gp03c { animation-delay: 2s; } #mobile-gp04c { animation-delay: 2.5s; } #mobile-gp01d { animation-delay: 1.5s; } #mobile-gp02d { animation-delay: 2s; } #mobile-gp03d { animation-delay: 2.5s; } #mobile-gp04d { animation-delay: 3s; } #mobile-gp01b { animation-delay: 1.5s; } #mobile-gp02b { animation-delay: 2s; } #mobile-gp03b { animation-delay: 2.5s; } #mobile-gp04b { animation-delay: 3s; } Legal Terms and Conditions Privacy Policy Cookies Coronavirus Statement Help Support Careers Contact us Subscribe to our Newsletter Subscribe to our Blog Additional Services Asset Management Financial Institutions International Advisers © 2021 Dynamic Planner. Distribution Technology, C/O Moorcrofts LLP, Thames House, Mere Park, Dedmere Road, Marlow, Buckinghamshire, SL7 1PB. Company Number 04741529. All Rights Reserved.