Leave a Review Dynamic Planner
Doesn’t work
Simply closes when you try to fill questions out. Spoken to Distribution Technology but they have no idea why. Please fix.Best Risk Profiling app out there
I am a regular user of the app, think it's great to be able to risk profile clients, discuss risk in detail and select fund. This app also allows a client report to be generated and definitely saves time, it is a must have surely for all advisers.DOES NOT WORK
Quite frankly, doesn't work. When it opens you only get a blank screen. Won't let you log in or anything.