Dynamic Planner has added Timeline's Classic and Tracker model portfolios to its risk profiling service, broadening the choice of model portfolio solutions (MPS) available to advisers.
The digital advice platform said the move brings Timeline onto its system for the first time, with its Classic and Tracker ranges now risk profiled and aligned with regulatory requirements. Timeline has joined more than 150 investment managers already on the platform, which gives advisers access to over 1,800 investment solutions. Fees for the newly added portfolios start at 0.09%. Dynamic Planner chief revenue officer Yasmina Siadatan said: "We continue to bring on new MPS partners to the platform, ensuring we deliver the broadest range possible to our clients and theirs, for whic...
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