5.20
2020-02-11
Add support for new questionnaire services.
5.14
2019-05-10
Bug fix for issue when app not synced for 30 days.
5.13
2019-01-17
Bug fixes
5.12
2018-10-19
Additional asset allocation classes.
5.11
2018-05-18
Fix for a bug when using FaceID on iPhone X with iOS 11.3.1
5.10
2018-05-01
Bug fix for offline data warning relating to iPhone X status bar height.
5.06
2017-12-13
Update to support phone number.
5.05
2017-10-31
Optimised for iPhone X.
5.04
2017-07-27
Combined 32 and 64 bit support.
5.03
2017-07-17
Infrastructure changes
5.02
2016-09-16
It is now possible to change the current value used in the value at risk tables.
It is also possible to remove the Value at Risk and Target Asset Allocation pages from the report.
5.01
2016-07-08
Changes to the attitude to risk consistency check.
5.00
2016-06-03
We've added the optional Investor Experience questionnaire.
4.06
2016-05-06
Updates to the risk descriptions.
4.05
2016-02-16
Additional account based configuration added.
4.04
2015-11-10
The application has been rebranded and updated for iOS 9.
4.03
2015-10-02
Update to asset class descriptions
4.02
2015-07-15
This version fixes a compatibility issue with the upcoming iOS 9 release. Be advised that you will need to upgrade to this version before using the iOS 9 public beta or full release when it is issued this Autumn.
4.01
2015-07-04
A few minor bug fixes in capacity questionnaire support and better support for iPad 2 rotation.
4.00
2015-04-10
The additional components in this version of the app complete the full Risk Profiling process, including Risk Profile section, Risk Profiled Funds, and a complete report, generated from the app which also allows capture and inclusion of the client's signature.
3.10
2014-08-10
The Capacity questionnaire has now been added to the app, allowing the questionnaire to be taken, uploaded to Dynamic Planner and imported into ongoing and new cases.
3.01
2014-03-26
Now available for even more advisers.
3.0
2014-03-10
Completely redesigned UI, Risk Profiling now gives you access to your Dynamic Planner client list and all of your questionnaires - typically both 10 and 20 questions.
In addition, you can create new client records in Dynamic Planner directly from the app, which are written back to Dynamic Planner, as are the answers to the questionnaires, they can then be used in updating, or creating new plans for your clients.
You can access your client's contact information, allowing you to email directly from the application or make a phone call using the numbers in the contact information.
The application is now universal, so it is now natively supported on both iPhone and iPad.
2.1
2012-10-01
iOS 6 support added and optimised for iPhone 5.
2.0
2011-06-14
This version adds a capacity for risk questionnaire as well as consistency checking for the attitude to risk questionnaire. Any answers that are inconsistent with the overall questionnaire result will be highlighted, with the ability to change an answer if given in error or comments added to explain the answer being given.
1.2
2011-05-18
New risk profile descriptions have been created by Distribution Technology in conjunction with Oxford Risk, and reviewed for clarity by the Plain English Campaign - Crystal Mark 19858.
The application now creates a PDF report of the questions, the given answers and the relevant risk profile description. The report can be printed or saved to iBooks from where it can be emailed, printed or synced back to your computer for filing.