Dynamic Planner, the UK’s leading risk based financial planning system, has added Omba’s Managed Portfolio Service (MPS) to its growing range of over 900 model portfolio solutions.
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 ranges of investment options: Core, ESG and UK, with a total of eight portfolios all now risk profiled on Dynamic Planner.
The Omba MPS portfolios added to Dynamic Planner are:
- MPS Core Range: Omba Core Global Income; Omba Core Global Conservative; Omba Core Global Balanced; Omba Core Global Growth; Core Global Equity; Core Global Thematic Equity
- MPS ESG Range: Omba ESG Global Equity
- MPS UK Range: Omba UK & Global Equity
Yasmina Siadatan, Chief Revenue Officer, Dynamic Planner said: “Model portfolios have seen significant growth in recent times driven by technology adoption and the increasing regulatory burden on advisers, whether MiFID2 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. We welcome Omba’s Managed Portfolio Service in bringing advice firms even more choice when it comes to risk profiled MPS on Dynamic Planner.”
Co-Founder Mark Perchtold, Omba said: “We are excited to announce Dynamic Planner has risk profiled our Managed Portfolio Service (MPS). 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.”
