Dynamic Planner has today (16 January) launched a Single Strategy Mapped (SSM) service to help advisers make more informed decisions in single strategy fund selection.
The risk-based financial planning system said the launch is in response to adviser demand to help make even "better-informed decisions" on behalf of their clients. Advice firms can now create diversified portfolios with more representative risk look-through to ensure suitability. The service is offered at no extra charge to Dynamic Planner license holders. "Our SSM service is going to help all types of clients in all types of firms. Fundamentally, advisers want to do a good job," Dynamic Planner said. "This launch was years in the making. We are speaking to exciting firms and reac...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
