InvestmentsMar 10 2021

Dynamic Planner to launch sustainability questionnaire

twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
Dynamic Planner to launch sustainability questionnaire
Photo: Dynamic Planner
comment-speech

Advisers seeking to embed sustainability into the client's fact-finding process can now use a specialised psychometric questionnaire to understand what clients want from their portfolios.

A service from the Financial Times
For unlimited access to FTAdviser content...

Register now for free

  • Read the latest news and views from the world of financial advice
  • Never miss a story - sign up to our email alerts
  • Bank CPD while you read
Have an account? Sign In