Investment Research
by Dynamic Planner · Wealth and investment platforms · Reading, United Kingdom
Risk-rated fund and portfolio research
What Investment Research does
- Create firm-level fund shortlists or build your own model portfolios
- Access independent, whole of market investment research
- Asset risk model proven over two decades, including in periods of crisis
What Investment Research is used for
- Risk profile investment funds and portfolios
- Match clients with suitable investment solutions
- Create firm-level fund shortlists and model portfolios
Who Investment Research is for
- Wealth and investment managers
About Dynamic Planner
Digital financial planning platform for risk profiling, suitability, fact find and cash flow planning.
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Also by Dynamic Planner
- Risk profiling: Client attitude to risk and capacity for loss assessment
- Suitability: Suitability reports matching clients to portfolios
- Fact Find: Digital client fact find
- Cash Flow Planning: Lifetime cash flow modelling
More in this category: Wealth management and investment platforms.
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Built by Vederca from public sources, last updated 2026-10-18.