American Express Financial Services Europe has launched the online tool, Dynamic Planner, on its adviser service wrap platform. The asset allocation tool allows advisers to construct and refine investment plans for their clients by combining asset allocation, portfolio construction and risk profiling into a single process. The addition of Dynamic Planner to the platform followed requests from American Express's adviser clients. Director of sales and marketing, Andrea Dean, said: "We put together a committee of four advisers from four different firms and in our first meeting with them in J...
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