Investments  

Dynamic Planner partners with compliance provider

Dynamic Planner partners with compliance provider

Dynamic Planner has partnered with compliance support services provider Threesixty to offer a bespoke version of its risk profiling service.

The partnership will give Dynamic Planner access to Threesixty's 900 client firms.

In turn, clients will gain access to Threesixty approved suitability letters and fund lists within Dynamic Planner, which will appear alongside the whole of market investments advisers can otherwise select from.

Ben Goss, chief executive at Dynamic Planner, said he believes Threesixty and Dynamic Planner to be market leaders "in their own right".

He said: "Today’s announcement formalises our joint commitment to ensure investment suitability and enable firms to provide suitable investments to all.

"I look forward to working closely with Threesixty, and their clients to provide the very latest in compliance services and technology to drive efficiencies, ensure suitability, and ultimately to add value to the adviser-client relationship."

Russell Facer, managing director at Threesixty, said: "When looking to help our clients achieve a prosperous long-term future, we are always seeking solutions that are right for them.

"We don’t believe that one size fits all and linking with Dynamic Planner is a positive step in extending the options available to them."  

Mr Facer added: "Technology that helps to improve efficiencies in the advice process, whilst reducing risk should be part of any firm’s DNA.

"Having risk management as part of their day to day practices, allows our advisers to focus on delivering services to their clients."

rachel.addison@ft.com