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...
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