U.Ok.-based monetary planning software program firm for advisors, Dynamic Planner, launched its new danger profile mapping service this week.
The service brings higher 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 higher accuracy and perception on potential dangers. This may make sure that portfolios are appropriate to their particular buyers and their targets.
“The brand new service will present them with a degree of granularity not beforehand potential, higher effectivity and accuracy, and all inside one system with a constant degree of danger all through,” firm Chief Proposition Officer Chris Jones mentioned. “Nevertheless you manage your small business and resolve 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 components and asset danger mannequin. By sourcing single technique fund holding information immediately from fund suppliers, Dynamic Planner achieves the next than standard degree of granularity. This permits the service to offer the identical accuracy and effectivity within the deployment of single technique funds that advisors have when utilizing multi-asset options.
The brand new service can even assist fund managers higher cope with compliance necessities. These embody new rules similar to Client Responsibility, in addition to the Product Intervention and Product Governance supply e-book (PROD) guidelines that got here into impact in 2018. “From a PROD and Client Responsibility 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 group confirmed how the platform mixed intuitive know-how with an unbiased asset danger mannequin to match the correct funding technique with the correct 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 programs they presently use to raised handle consumer relationships.
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Photograph by Gilly on Unsplash
