Dynamic Planner has bolstered its risk profiled model portfolio solutions with the addition of Timeline’s Classic and Tracker model portfolios.
Timeline joins over 150 investment managers and 1,800 investment solutions on Dynamic Planner.
It is the first time Timeline portfolios will be included on the platform, with fees starting at 0.09%.
Yasmina Siadatan, chief revenue officer at Dynamic Planner, said: “We continue to bring on new MPS partners to the platform, ensuring we deliver the broadest range possible to our clients and theirs, for which MPS now totals over 1,000 investment solutions.
“We welcome Timeline to Dynamic Planner and look forward to opening up an even more extensive choice of MPS for the advice community to select from.”
Ed Carey, COO at Timeline, added: “We’re excited to partner with Dynamic Planner to make it easier for advisers to align our portfolios with their clients’ risk profiles.
“With Dynamic Planner’s risk ratings widely used across the market, having these portfolios on the platform supports a more consistent, compliant, and client-focussed investment process. It’s another step in helping advisers deliver clear, robust advice underpinned by evidence-based, low-cost portfolios.”
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