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About the provider
Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients.
Dynamic Planner’s vision is to help advisers’ clients achieve their goals through suitable investments and advice provided to all. It supports more than 1,950 daily financial planning sessions, by advisers from more than 1,800 firms, ensuring nothing is lost in translation between risk profiling clients, building risk-based financial plans, creating an asset allocation-based investment strategy and recommending suitable investments.
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Integrates One Way
Integrates Both Ways
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