Dynamic Planner partners with Panacea to help inform community
Technology update for Financial Advisers and Paraplanners
22 Nov 2018
Dynamic Planner has teamed up with Panacea Adviser to help keep sector professionals informed with key industry insight and developments.
Derek Bradley said: “The constantly evolving landscapes of both retirement and investment planning can make it challenging for advisers to keep informed about if and how latest changes could affect their clients. With that in mind, we are always looking to partner with firms which can support advisers in different ways.”
Head of Marketing at Dynamic Planner Yasmina Siadatan said: “It’s important that all UK investment advisers use the same definition of risk, from profiling the client through to recommendations. Dynamic Planner provides a cost effective and intuitive solution, and we want to ensure we spread that word. Partnering with Panacea enables us to talk to advisers about how we can help them ensure investment suitability”.
Dynamic Planner is the UK’s most popular risk profiling and asset allocation investment process. It has a rich heritage dating back to its foundation in 2003 and today is used by a market-leading 6,500 financial service professionals.
It provides advisers with independent, whole of market research on 1,200-plus investments – more than twice the number as other services. It enables users to risk profile their clients and recommend suitable investments using the same definition of riskNothing is lost in translation between the two.
Dynamic Planner has its own in-house team of analysts and qualified investment professionals, who have spent their careers in financial services and asset management, and have huge expertise and experience to share.
Derek Bradley added: “We are delighted to welcome Dynamic Planner to the Panacea community. It has a wealth of experience providing advisers with award-winning financial planning tools. This will create further depth and variety of support materials for our community.”