Tenet secures Dynamic Planner deal for members

10 June 2019

Tenet has secured a preferential deal with Dynamic Planner for all appointed representatives and clients of TenetSelect. Advisers will be able to access Dynamic Planner to risk profile their clients, build financial plans and assess potential investment solutions, as well as utilise the new annual review functionality of Dynamic Planner Elements.

Dynamic Planner is the UK’s leading independent, risk profiling and asset allocation-led investment process. For more than 15 years, Dynamic Planner’s asset and risk model has been trusted by firms to help them ensure investment suitability, increase efficiency and demonstrate their value as part of the financial planning process. It currently supports over 1,300 firms and profiles and rates over 1,400 funds from more than 140 managers.

Ben Wright, Business Development Director, at Tenet comments:

“Dynamic Planner is recognised as the market leading service in this space. As well as offering full integration with Intelligent Office, we feel that this deal will significantly enhance our offering, helping our members deliver an efficient and accurate service, as well as enriching their end-client experience of the risk profiling, planning and annual review process.”

Ben Goss, CEO at Distribution Technology comments:

“We are delighted to have entered into a long term partnership with Tenet and to have been selected as the default risk profiling and investment process across the Tenet brands. We are looking forward to supporting firms with Dynamic Planner and our new, upgraded Elements, to help firms deliver great client reviews and meet MiFIDII obligations”.