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Dynamic Planner: Risk Profiler

Dynamic Planner: Risk Profiler

by Dynamic Planner Limited

0 ratings
9 reviews
💼 Business
💰 Finance

Archived App (Last seen on 14 May 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • March 24, 2014
  • September 25, 2024

Features

Developer

Dynamic Planner Limited
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About

Assess clients' attitude to risk and capacity for risk with a suite of questionnaires. Manage client contact information, generate reports, and capture signatures. Works online or offline for seamless financial planning.

✓Attitude to risk questionnaires
✓Capacity for risk questionnaires
✓Client contact management
✓Online and offline functionality
✓Risk Profile selection
✓Report generation with client signature
Show original description

What's New in Dynamic Planner

5.23

September 25, 2024

The app has been updated to handle negative asset allocations.

User reviews

Most RecentHighest RatedLowest Rated

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 adviserConcerned 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 upReal 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.
PablobrownoPablobrowno

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.
tcwrmkbuktcwrmkbuk

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 it
JonfromJonfrom
See 4 more reviews

Developer apps

Dynamic Planner - My Planning
Dynamic Planner - My Planning

by Dynamic Planner Limited

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Tram
Tram

by Dynamic Planner Limited

💰 Finance

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FAQ

What is Dynamic Planner used for?

Dynamic Planner is a financial planning tool designed for advisers. It helps in assessing a client's attitude and capacity for risk, selecting appropriate risk profiles and funds, and generating reports.

Can I use Dynamic Planner offline?

Yes, Dynamic Planner can be used both online and offline. This allows advisers to complete the risk profiling process even without an internet connection.

How do I create a new client in Dynamic Planner?

You can create new client records directly within the app by providing basic information like name and date of birth. You can then proceed to select and administer questionnaires for the new client.

Does Dynamic Planner provide financial advice?

No, the application is a risk profiler tool for advisers. Distribution Technology does not provide financial advice through this service; users are subject to the terms and conditions of Dynamic Planner.

What devices support Dynamic Planner?

Dynamic Planner is available on iPhone and iPad, supporting the iOS operating system. It is designed for use on these mobile devices.

How often is Dynamic Planner updated?

The app was last updated on September 25, 2024, with version 5.23. Updates typically include improvements to functionality and compatibility.

Does Dynamic Planner have ads?

No, Dynamic Planner does not contain advertisements. The app is free to use and does not display any in-app ads.

What is the age rating for Dynamic Planner?

Dynamic Planner has an age rating of 4+. This indicates it is suitable for users of all ages, though its primary audience is financial advisers.