Thursday, 08 March 2018 12:20

Risk profiler ties up deal for 100 advisers

Rate this item
(0 votes)
Dynamic Planner CEO Ben Goss Dynamic Planner CEO Ben Goss

A risk profile firm has shaken hands on a five year deal to provide its tools to more than 100 advisers.

DT will provide its Dynamic Planner software to national adviser network Pi Financial.

Pi Financial said the software would help it to comply with MiFID II.

Shropshire-based Pi Financial’s 100-plus financial advisers and nearly 150-strong back office team will use the tools.

Dynamic Planner CEO Ben Goss said: “We are delighted to have been selected by Pi and look forward to working closely with the team and members to help them address MiFID II suitability requirements.

“We have made a significant investment, including in our new risk profiling questionnaire, to help firms address these challenges and our selection is testament to this.”

Pi Financial managing director Tim Sutcliffe, who founded the firm in 1988, said: “Having reviewed the market, Dynamic Planner stood out as the service that enables us to align the client’s objectives and ATR to appropriate investments.

“By targeting and profiling funds, Dynamic Planner has given us peace of mind, knowing the investments will remain within prescribed boundaries.”

 

Get daily Financial Planning news direct to your inbox.

FINANCIAL PLANNING TODAY JOBS 
Advertise your job vacancy with us and reach thousands of Financial Planners and Paraplanners. Post your job in minutes. 
Special Offer: 10% off your Featured Listing - Use FPJ10 to save  
jobs.financialplanningtoday.co.uk/