Dynamic Planner – My Planning makes it easy for you to keep in touch with your wealth.
Each time you login, it will update your investment valuations and store them for you, so you can also see them off-line. That way, you can keep track of how much they are worth and whether you need to make any changes.
You can use it to find out what your risk profile is. Take an attitude to risk questionnaire in the ‘My planning’ section and share it with your adviser.
You’ll also have access to any documents that your financial adviser has published for you, such as your financial plan and any reports that have been created.
Finally, you can use the application on-line to contact your adviser for more help or advice on your finances.
Please note that Dynamic Planner – My Planning is provided by Distribution Technology and is designed to be used in conjunction with an adviser who holds a Dynamic Planner licence.
Use of this application does not include nor shall be construed or interpreted to include the provision of financial advice from Distribution Technology.
- 3.5 MB
- Release Date:
- Distribution Technology
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