St. James’s Place (SJP) has entered into a long-term partnership with Dynamic Planner.
SJP will work with the digital advice platform to provide ‘comprehensive client risk profiling services’ for its advisers.
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff.
The firms said the deal aims to support SJP advisers by providing technology to improve the capture and evidencing of the risk preferences of its clients.
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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.”
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Ben Goss, CEO, Dynamic Planner, added: “We are proud to partner with SJP, to support a vital aspect of their advice process. SJP’s dedication to client-centred advice mirrors our own commitment to empowering advisers with technology that engages clients and demonstrates adviser value.”
