St. James’s Place (SJP) has entered into a long-term partnership with Dynamic Planner to provide comprehensive client risk profiling services.
SJP’s 4,800 advisers and 7,500 support staff will have access to Dynamic Planner’s profiling capabilities the national advice firm looks to deliver quality, long-term, one-to-one advice, and support for its advisers with advanced technology to improve the capture and evidencing of the risk preferences of its clients.
SJP said it had selected Dynamic Planner for ‘its comprehensive solution, ability to support the Partnership’s scale, and the strength of its methodology, research, and ongoing innovation. Dynamic Planner’s ability to reflect SJP’s risk categories through its platform was an essential factor in the decision’.
John O’Driscoll, Divisional Director of Business Development and Advice at SJP, said: “Dynamic Planner’s reputation and shared values around one-to-one advice, combined with their commitment to empowering advisers through the latest technology, makes them the ideal partner as we continue to enhance our adviser proposition.”
Commenting on the partnership, Ian McKenna, founder of AdviserSoftware.com, part of FTRC, said it was “a win-win for both sides”.
“SJP have made a significant investment in scalable technology particularly with Salesforce over the last several years, which puts them in a very strong position going forward.
“Equally Dynamic Planner are one of relatively few financial planning tools providers that have an integration into Salesforce, and they have demonstrated they are a real innovator in recent years, with other additional services.
“The successful advice firm of the future needs a detailed and integrated set of tools to deliver the best possible service in the most efficient way, choosing Dynamic Planner for risk profiling is a great compliment to the existing SJP proposition and has significant further potential.”
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