Dynamic Planner: Risk Profiler was an overall app developed by Dynamic Planner Limited. It was removed from Google Play May 11, 2025 and is no longer available for download.
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App Information
Dynamic Planner: Risk Profiler was free to download. The APK download size was 30.75 MB. The last available version was 5.23. The last update was on September 25, 2024.
Technical Requirements
The app had a content rating of Everyone. The app had been available on Google Play March 2014.
Description
As a Dynamic Planner adviser, you will already be familiar with Distribution Technology's market leading Risk Profiling technology, and now you can use it whenever and wherever you want, on your iPhone or iPad, either online or offline.
This beautifully simple app, not only gives access to all of the available attitude to risk and capacity questionnaires; but also to a list of your clients and their contact information, allowing you to phone or email them directly using the details you already hold in Dynamic Planner.
It is now possible to follow the complete Risk Profiling process, including Risk Profile selection, Risk Profiled Fund selection and Report Generation, including capturing a client signature as part of the report. All available both online and off.
You can create client records directly from the app. Using as little as their name and date of birth, you can create a new client record and then select and take a questionnaire. All the information will be saved back to Dynamic Planner, either immediately if you are online, or later if you are working offline without an Internet connection or privately with a client.
There are several aspects to investment risk; how someone feels about taking risk, how much risk they can afford to take and the risk of not achieving a particular goal or objective.
This risk profiler provides access to questionnaires which assesses how someone feels about taking risk and their capacity to take risk. It provides high level descriptions, designed to help judge whether someone is comfortable with the resulting risk level.
The application highlights any answers that are inconsistent with the overall risk profile to allow for comment or discussion.
Please note that this risk profiler is designed to be used by an adviser using Dynamic Planner. Users of the Risk Profiler App are subject to the same terms and conditions as outlined in Dynamic Planner.
The provision of this Services by Distribution Technology does not include and shall not be construed or interpreted to include the provision of Financial Advice from Distribution Technology.
Each subscription will automatically renew 3 days before the expiration date for
the same time period. Subscriptions can be cancelled at any time before the renewal.