U.K.-based financial planning software company for advisors, Dynamic Planner, launched its new risk profile mapping service this week.
The service brings greater clarity on potential risks when building diversified investment portfolios with single strategy funds.
Dynamic Planner made its Finovate debut in 2022 at FinovateEurope in London.
Dynamic Planner, a financial planning software company for advisors, unveiled its new risk profile mapping service for single strategy funds this week. The new service will help advisors create diversified portfolios with greater accuracy and insight on potential risks. This will ensure that portfolios are suitable to their specific investors and their goals.
“The new service will provide them with a level of granularity not previously possible, greater efficiency and accuracy, and all within one system with a consistent level of risk throughout,” company Chief Proposition Officer Chris Jones said. “However you organize your business and decide to meet the needs of your clients, Dynamic Planner can support you.”
The Single Strategy Mapped Service precisely maps instrument-level holdings data against Dynamic Planner’s risk factors and asset risk model. By sourcing single strategy fund holding data directly from fund providers, Dynamic Planner achieves a higher than usual level of granularity. This enables the service to provide the same accuracy and efficiency in the deployment of single strategy funds that advisors have when using multi-asset solutions.
The new service will also help fund managers better deal with compliance requirements. These include new regulations such as Consumer Duty, as well as the Product Intervention and Product Governance source book (PROD) rules that came into effect in 2018. “From a PROD and Consumer Duty perspective, the Single Strategy Mapped Service also enables the fund manager to more simply and clearly communicate whether a fund is intended to be distributed as a solution or part of a portfolio,” Jones said.
Headquartered in the U.K., and founded in 2003, Dynamic Planner made its Finovate debut at FinovateEurope 2022. At the event, CEO Ben Goss and his team showed how the platform combined intuitive technology with an independent asset risk model to match the right investment strategy with the right investor. Geared toward asset managers that risk profile, target, or manage more than £250 billion in investments, Dynamic Planner leverages 2,400+ covariance correlations to help ensure investment suitability.
Dynamic Planner began 2024 with the launch of its new low code integration platform. The solution enables advisors to integrate Dynamic Planner with other CRM systems they currently use to better manage client relationships.
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