Risk profile software provider Dynamic Planner has launched its content hub as a source of in-depth insight, analysis and visual support for advice firms to call on during the coronavirus outbreak.
It aims to help businesses “bring the difficult conversations they will be having with clients to life”, while providing support to tackle key issues, set out options and reassure clients about their investments as the market turmoil continues.
At launch, key topics to be addressed on Dynamic Planner’s content hub are:
- Key things to remember for low, medium and high-risk profile clients;
- The value of remaining invested over time;
- The value of a relevant benchmark to measure fund and portfolio performance; and
- How our emotions can lead us to make bad decisions.
Power of technology
Ben Goss, chief executive at Dynamic Planner said: “Of course, the entire world has seen an almost instantaneous shift to homeworking and online meetings, and this is the same for advisers and their clients.
“What’s quickly emerging from recent events is that thanks to technology, the changes playing out around how we work and communicate right now are more than likely here to stay, far beyond coronavirus.
“More than ever, we are pushing ahead with a clear vision of an increasingly remote and agile working world for the investment industry of the future.”
