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

Advisory businesses must 'step up' to attract and retain new blood

Advisory businesses must 'step up' to attract and retain new blood

Clearer pathway to profession needed

Jenna Brown
clock 04 February 2026 • 3 min read
Advice buy-side models have 'clear conflict of interest'

Advice buy-side models have 'clear conflict of interest'

SBG’s Cherrington on common pitfalls and a valuations ‘peak’

Isabel Baxter
clock 04 February 2026 • 5 min read
One in five consider financial advice to deal with turbulent times

One in five consider financial advice to deal with turbulent times

Almost a fifth of people are newly considering getting financial advice to help them feel more confident amid a less predictable, more uncertain world, according to research.

clock 03 February 2026 • 3 min read