St. James’s Place (SJP) has reported today that it has entered into a long-term partnership with Dynamic Planner, the UK’s leading digital advice platform, to provide comprehensive client risk profiling services.
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff. This collaboration supports SJP’s commitment to delivering quality, long-term, one-to-one advice and supporting its advisers with advanced technology to improve the capture and evidencing of the risk preferences of its clients.
SJP selected Dynamic Planner for its comprehensive solution, ability to support the Partnership’s scale, and the strength of its methodology, research, and ongoing innovation. 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.”
Ben Goss, CEO, Dynamic Planner said: “We are proud to partner with St. James’s Place, 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. As the UK’s leading digital advice platform, this partnership reinforces our capability to deliver scalable solutions configured to our clients’ advice policies.”
Also sharing his thinking about this move, Ian McKenna, founder of AdviserSoftware.com, part of FTRC said:
“This is a win-win for both sides, SJP have made a significant investment in scalable technology particularly with Salesforce over the last several years, which puts them in a very strong position going forward. Equally Dynamic Planner are one of relatively few financial planning tools providers that have an integration into Salesforce, and they have demonstrated they are a real innovator in recent years, with other additional services. The successful advice firm of the future needs a detailed and integrated set of tools to deliver the best possible service in the most efficient way, choosing Dynamic Planner for risk profiling is a great compliment to the existing SJP proposition and has significant further potential.”
