Dynamic Planner

Dynamic Planner enables financial advice firms to match people with suitable portfolios through engaging financial plans. It is an end-to-end, risk-based financial planning system - combining intuitive financial planning technology with a trusted, independent asset risk model.

Risk Profiles (Content Integration & System Configuration)
*Please note that only administrator users can alter these risk profile states. In the Attitude to Risk section, it is possible to describe the client’s...
Fri, 31 Jul, 2020 at 9:13 AM