Dynamic Planner has added Omba’s managed portfolio service (MPS) to its range of over 900 model portfolios.
The Omba MPS is aimed at advisers and designed to provide “transparent, cost-effective and tax-efficient” access to global and multi-asset managed portfolios.
It consists of three collections; Core, ESG and UK. Within these, a total of eight Omba portfolios are now risk profiled on Dynamic Planner.
They are Core Global Income, Core Global Conservative, Core, Core Global Growth, Core Global Equity; Core Global Thematic Equity, ESG Global Equity and UK and Global Equity.
See also: Advisers should expect ‘surge in new clients’
Yasmina Siadatan, chief revenue officer at Dynamic Planner, said: “Model portfolios have seen significant growth in recent times driven by technology adoption and the increasing regulatory burden on advisers, whether Mifid 2 or Consumer Duty.
“As a result, we are working with an ever-increasing number of MPS providers to ensure we deliver the full choice to our clients and theirs, with MPS solutions risk profiled on Dynamic Planner now totalling over 900.”
Omba co-founder Mark Perchtold said: “We are excited to announce Dynamic Planner has risk profiled our managed portfolio service. Since our inception in 2017, we have specialised in ETFs and our independence is what sets us apart.
“We believe having our MPS risk profiled on Dynamic Planner will provide enhanced choice to the UK adviser market as they strive to meet the dynamic and evolving needs of their client base.”
