Our integration with Dynamic Planner allows you to pull the most up-to-date attitude risk profiles and their descriptions directly from Dynamic Planner’s psychometric risk profiling questionnaire into a report created within Genovo in real time with a couple of clicks.

Once activated, the option of Dynamic Planner ATR Profiles (integrated version) will show as the default selection in the 'Which set of attitude to risk profiles do you wish to use in this report?' field of the Attitude to Investment Risk and Review of Attitude to Investment Risk steps in the Client Risk Profile section in the Report Builder.

Only the generic attitude to risk profile names and their descriptions are currently made available via the integration. No client-specific data is currently passed between Dynamic Planner and Genovo.