“In the past, when it came to risk profiling a client, there was always a danger that the adviser very much led that conversation… having a process like Dynamic Planner really allows the client to drive decision-making much more.”
Dynamic Planner is the UK’s preferred risk profiling and asset allocation investment service. It is used and trusted by thousands of advisers to help ensure their clients’ investment suitability, increase efficiency at their firm and demonstrate value to clients.
As threesixty members, you can access a special version of Dynamic Planner, which includes:
- threesixty-approved suitability letters
- A threesixty-approved fund list
- And threesixty model portfolios mapped by Dynamic Planner
Lee Waters – Compliance Officer at East Sussex firm Barwells Wealth – continued: “In this industry, you can get companies who can be a great technology company, but not fully understand financial services. With Dynamic Planner, you know that they understand both financial services and technology… at Barwells, we wouldn’t hesitate to recommend it.”
threesixty Managing Director Russell Facer, in November last year, said: “When looking to help our clients achieve a prosperous long-term future, we are always seeking solutions that are right for them. We don’t believe that one size fits all and linking with Dynamic Planner is a positive step in extending the options available to them. Ben and the [Dynamic Planner] team have exciting plans ahead and we are pleased to be working with them more closely.”