Dynamic Planner adapted for FP Online

Building on the existing Dynamic Planner service, Friends Provident has added a series of strategic asset allocation x-ray tools which should enable an IFA to help a client understand how to maintain sufficient funds to meet their life goals. More specifically, the Friends Provident and Distribution asset allocation made easydevelopment allows IFAs to keep details of a client’s existing investments outside the report creation process when assessing the asset allocation balance in relation to their life goals and risk profile, for situations where the client wants to hold onto that packag...