Dynamic Planner named the most used risk profiling tool by advisers

A fifth of advisers use tools provided by platforms

Isabel Baxter
clock • 1 min read

Dynamic Planner is the highest used technology solution that advisers use for risk profiling for clients in accumulation and decumulation, NextWealth and Just Group have found.

The report - ‘Guarding Financial Futures' - showed that 25% of advisers use Dynamic Planner for clients in decumulation and 23% use it for clients in accumulation. Defaqto followed close behind with 19% of advisers using its risk profiling tools for both clients in accumulation and decumulation. Meanwhile, 6% of respondents use Oxford Risk for clients in decumulation and 5% for those in decumulation. A2Risk was the lowest used out of the respondents of the report, with it only being used by 1% of respondents for both clients in accumulation and decumulation phase. Overall, the r...

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