Dynamic Planner launches automated advice service for advisers

AccessAdvice will ask clients a series of questions ranging from suitability, investor experience, objectives to risk profiling and capacity for loss before offering potential products. It uses Dynamic Planner's asset and risk model to ensure initial and ongoing investment suitability and consistency with firms' existing suitability model, the company said. It will also feature checks and balances, meaning clients can be ‘gated out' of the online advice process if they are unsuitable for the digital method. They would then be told to contact a relevant person at the advice firm. Ad...