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

Hitting milestones later in life could impact when people seek advice

Hitting milestones later in life could impact when people seek advice

People will likely be seeking financial advice later

Laura Suter
clock 19 April 2024 • 3 min read
Regulatory pressures taking a toll on industry stress levels

Regulatory pressures taking a toll on industry stress levels

'Regulatory pressures are the first thing on my mind’

Sahar Nazir
clock 19 April 2024 • 1 min read
Advisers blast FCA funding requirement of £755m 'inexorable'

Advisers blast FCA funding requirement of £755m 'inexorable'

‘I don’t really know what value I’m getting from the FCA – if any’

Hope Coumbe
clock 19 April 2024 • 2 min read