- U.Ok.-based monetary planning software program firm for advisors, Dynamic Planner, launched its new danger profile mapping service this week.
- The service brings better readability on potential dangers when constructing diversified funding portfolios with single technique funds.
- Dynamic Planner made its Finovate debut in 2022 at FinovateEurope in London.
Dynamic Planner, a monetary planning software program firm for advisors, unveiled its new danger profile mapping service for single technique funds this week. The brand new service will assist advisors create diversified portfolios with better accuracy and perception on potential dangers. This can be sure that portfolios are appropriate to their particular traders and their targets.
“The brand new service will present them with a stage of granularity not beforehand doable, better effectivity and accuracy, and all inside one system with a constant stage of danger all through,” firm Chief Proposition Officer Chris Jones mentioned. “Nonetheless you arrange what you are promoting and determine to satisfy the wants of your shoppers, Dynamic Planner can assist you.”
The Single Technique Mapped Service exactly maps instrument-level holdings information in opposition to Dynamic Planner’s danger elements and asset danger mannequin. By sourcing single technique fund holding information straight from fund suppliers, Dynamic Planner achieves the next than traditional stage of granularity. This allows the service to supply the identical accuracy and effectivity within the deployment of single technique funds that advisors have when utilizing multi-asset options.
The brand new service will even assist fund managers higher take care of compliance necessities. These embody new rules akin to Shopper Obligation, in addition to the Product Intervention and Product Governance supply guide (PROD) guidelines that got here into impact in 2018. “From a PROD and Shopper Obligation perspective, the Single Technique Mapped Service additionally permits the fund supervisor to extra merely and clearly talk whether or not a fund is meant to be distributed as an answer or a part of a portfolio,” Jones mentioned.
Headquartered within the U.Ok., and based in 2003, Dynamic Planner made its Finovate debut at FinovateEurope 2022. On the occasion, CEO Ben Goss and his crew confirmed how the platform mixed intuitive expertise with an impartial asset danger mannequin to match the appropriate funding technique with the appropriate investor. Geared towards asset managers that danger profile, goal, or handle greater than £250 billion in investments, Dynamic Planner leverages 2,400+ covariance correlations to assist guarantee funding suitability.
Dynamic Planner started 2024 with the launch of its new low code integration platform. The answer permits advisors to combine Dynamic Planner with different CRM methods they at the moment use to raised handle consumer relationships.
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