At Psigma we understand that accessing the right investment solutions, matching these to the appropriate level of risk and creating the right investment strategy, compliantly, is of paramount importance. Tools that allow advisers to do this in a smarter way can only be a good thing. That’s why we have worked with Distribution Technology to provide access to our five MPS strategies via Dynamic Planner.
Dynamic Planner is the UK's most widely used digital
risk profiling and financial planning service, used by many financial planners and a wide range of financial institutions to ensure
We send our asset allocation data to Distribution Technology on a quarterly basis to be mapped to their own asset classes. The resulting ratings can be viewed below.