As a Dynamic Planner adviser, you will already be familiar with Distribution Technology's market leading Risk Profiling technology, and now you can use it whenever and wherever you want, on your iPhone or iPad, either online or offline.
This beautifully simple app, not only gives access to all of the available attitude to risk and capacity questionnaires; but also to a list of your clients and their contact information, allowing you to phone or email them directly using the details you already hold in Dynamic Planner.
It is now possible to follow the complete Risk Profiling process, including Risk Profile selection, Risk Profiled Fund selection and Report Generation, including capturing a client signature as part of the report. All available both online and off.
You can create client records directly from the app. Using as little as their name and date of birth, you can create a new client record and then select and take a questionnaire. All the information will be saved back to Dynamic Planner, either immediately if you are online, or later if you are working offline without an Internet connection or privately with a client.
There are several aspects to investment risk; how someone feels about taking risk, how much risk they can afford to take and the risk of not achieving a particular goal or objective.
This risk profiler provides access to questionnaires which assesses how someone feels about taking risk and their capacity to take risk. It provides high level descriptions, designed to help judge whether someone is comfortable with the resulting risk level.
The application highlights any answers that are inconsistent with the overall risk profile to allow for comment or discussion.
Please note that this risk profiler is designed to be used by an adviser using Dynamic Planner. Users of the Risk Profiler App are subject to the same terms and conditions as outlined in Dynamic Planner.
The provision of this Services by Distribution Technology does not include and shall not be construed or interpreted to include the provision of Financial Advice from Distribution Technology.
Fix for a bug when using FaceID on iPhone X with iOS 11.3.1
Ratings and Reviews
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.
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.
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.
Up to six family members will be able to use this app with Family Sharing enabled.