Dynamic Planner

The launch will assist advisers in single strategy fund selection

A fifth of advisers use tools provided by platforms

Advice is in high demand with firms seeing increase in new client enquiries

Despite this, advice firms are confident Consumer Duty has been met

A review of clients’ views on sustainability

Dynamic Planner found as risk appetite increases, ESG importance wanes

Advice firms enabled to ‘quickly and accurately’ provide information

Core Assertive, Core Balanced and Core Cautious funds

'Stochastic modelling is a particularly powerful tool'

Industry in the foothills of something ‘really quite special’