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.Concerned adviser
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.Real fed up
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.Pablobrowno
Good app
Use this as a quick guide for clients attitude to risk.
Would prefer that the 20 questions version be available as well as or instead of the 10 question version.tcwrmkbuk
Dynamic Planner
A slick tool that creates a good base for the risk discussion. Useful refinements could include: regulars or lump sum contributions and no further contributions (drawdown). All in all I wouldn't now want to work without itJonfrom
When will we see the 20 question version
Good usability, clear and simple, I look forward to the improved 20 question version!Dando1
Would be great if offered a little more!
Good start! It would be fantastic if I could email a copy of the planner to my email address, and a copy to my client. It also needs the function to add client name. A final touch may be to illustrate the asset mix and likely gains and losses of a portfolio in any given year.Scarletfan
Neat app but needs ability to print results
I like this simple and effective app but advisers need to store a copy to be compliant and there is no way to do soGizmolynx
Good start!
I an keen to work smart and anything that helps in the process of efficiently ascertaining client risk profile is a good move. Would like the next step of fund allocation available as well.Plymuffian
