Dynamic Planner Strikes Deal With threesixty

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has struck a deal with compliance support provider threesixty services to offer its clients a bespoke version of Dynamic Planner.

The collaboration will allow threesixty clients who adopt Dynamic Planner to seamlessly access the threesixty approved suitability letters. In addition, where registered, they will also be able to select from threesixty approved funds list, alongside the whole of market investments advisers can select from in Dynamic Planner.

Dynamic Planner CEO Ben Goss said: “threesixty and Dynamic Planner are market leaders in their own right and today’s announcement formalises our joint commitment to ensure investment suitability and enable firms to provide suitable investments to all. I look forward to working closely with threesixty, and their clients to provide the very latest in compliance services and technology to drive efficiencies, ensure suitability, and ultimately to add value to the adviser-client relationship.”

threesixty Managing Director Russell Facer 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 team have exciting plans ahead and we are pleased to be working with them more closely. Technology that helps to improve efficiencies in the advice process, whilst reducing risk should be part of any firm’s DNA. Having risk management as part of their day to day practices, allows our advisers to focus on delivering services to their clients.”

threesixty has been keen to explore ways in which joined-up thinking with technology can help improve its clients’ advice practices – importantly, in a uniform and consistent way. It prides itself on the delivery of quality advice and solutions, and does not tie a firm’s size, turnover, or number of employees, to fees it charges members.

Dynamic Planner provides UK financial advisers with independent, whole of market research on investments and includes more than 1,200 solutions in the rapidly rising risk profiled sector. It enables advisers to risk profile their clients and recommend suitable investments using the same definition of risk. Nothing, crucially, is lost in translation between the two.

Last month, Dynamic Planner extended its fund analysis to 49 asset classes, enabling advisers to access institutional level asset analysis before recommending suitable solutions to their clients.

More information can be found on Dynamic Planner’s website: https://www.dynamicplanner.com/