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Dynamic Planner Risk Profiler APK

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The description of Dynamic Planner Risk Profiler

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 Android Phone or Tablet, 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.

You can also 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.

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.

Dynamic Planner Risk Profiler for Android official Trailer

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Dynamic Planner Risk Profiler APK Version History
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Dynamic Planner Risk Profiler 1.3 for Android 4.0.3+ APK Download

Version: 1.3 (4) for Android 4.0.3+ (Ice Cream Sandwich MR1, API 15)

Update on: 2016-02-10

Signature: 2f550ff1b7042dbae253c17778cd26f6e54b48a2 Dynamic Planner Risk Profiler 1.3(4) apk safe verified

APK File SHA1: 7af45288ffe1f8233c686f42386feaee30b2048a

What's new: The Capacity questionnaire has now been added to the app, allowing the More...

Download APK(4.9 MB)

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