Walker Crips adds model portfolios to Dynamic Planner

11 portfolios added

Hannah Godfrey
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Walker Crips adds model portfolios to Dynamic Planner

Walker Crips has added its ALPHA: r² model portfolios to Distribution Technology's (DT) Dynamic Planner platform, enabling advisers to assess the long-term investment risk associated with the portfolios against their client's risk profiles.

DT said it had reviewed and profiled the 11 portfolios offered by ALPHA: r² within the risk profiles used on Dynamic Planner and assigned a range of risk scores from three for the Defensive portfolio to...

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