Suitability
by Dynamic Planner · Wealth and investment platforms · Reading, United Kingdom
Suitability reports matching clients to portfolios
What Suitability does
- Recommend rebalances, fund switches, top-ups, withdrawals and more
- Maintain a consistent reporting format in line with other Dynamic Planner reports
What Suitability is used for
- Communicate investment recommendations to clients
- Produce suitability reports for clients
- Recommend rebalances, fund switches and withdrawals
- Report recommendations before transactions under MiFID II
Who Suitability is for
- Wealth and investment managers
About Dynamic Planner
Digital financial planning platform for risk profiling, suitability, fact find and cash flow planning.
Dynamic Planner in the vendor registry: its products, features and similar vendors.
Also by Dynamic Planner
- Risk profiling: Client attitude to risk and capacity for loss assessment
- Fact Find: Digital client fact find
- Cash Flow Planning: Lifetime cash flow modelling
- Investment Research: Risk-rated fund and portfolio research
More in this category: Wealth management and investment platforms.
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