Tag: Risk Profiling

How the OPAL Planning tool helps achieve client goals

Posted by Adam Flowers | Apr 28, 2021 | Cash Flow Modelling, Insights, Portfolio Analysis, Portfolio Rebalancing, Retirement Planners, Risk Profiling, System Review |

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Distribution Technology: Dynamic Planner

Posted by Robert Quartey | Mar 11, 2019 | Cash Flow Modelling, Financial Planning, Portfolio Analysis, Portfolio Modelling, Portfolio Rebalancing, Risk Profiling |

The Distribution Technology risk profiling tool is perhaps the most well-known system in the UK....

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Distribution Technology: Dynamic Planner Elements

Posted by Robert Quartey | Mar 8, 2019 | Cash Flow Modelling, Financial Planning, Portfolio Analysis, Portfolio Modelling, Portfolio Rebalancing, Risk Profiling |

The Markets in Financial Instruments Directive (MiFID) continues to shake up the adviser market....

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