Threesixty clients offered bespoke Dynamic Planner service

Offered to 900 client firms

Sophie King
clock • 1 min read

Dynamic Planner has struck a deal with Threesixty to offer its client firms a bespoke version of its digital risk-profiling and asset allocation service.

The collaboration will allow Threesixty's more than 900 client firms to access the support services provider's approved suitability letters. Registered users will also be able to select investments from Threesixty's list of approved funds as well as investments from the rest of the market, which are accessible through Dynamic Planner. Threesixty managing director Russell Facer said: "When looking to help our clients achieve a prosperous long-term future, we are always seeking solutions that are right for them. We do not believe 'one size fits all' and linking with Dynamic Planner is a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

What do younger clients really want from their adviser?

What do younger clients really want from their adviser?

'They're going to need all the help they can get'

Justin Cash
clock 21 October 2026 • 5 min read
CII and PFS celebrate more than 300 chartered graduates

CII and PFS celebrate more than 300 chartered graduates

347 graduate from CII and PFS

Sophia Panayi
clock 21 October 2026 • 2 min read
True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

Short-term policy decisions ‘disturb’ advice landscape

Sophia Panayi
clock 20 October 2026 • 2 min read