Threesixty clients offered bespoke Dynamic Planner service

Offered to 900 client firms

Sophie King
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"This announcement formalises our joint commitment to ensure investment suitability and enable firms to provide suitable investments to all” - Dynamic Planner Ben Goss
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"This announcement formalises our joint commitment to ensure investment suitability and enable firms to provide suitable investments to all” - Dynamic Planner Ben Goss

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 investme...

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