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 you'll notice the option of Dynamic Planner ATR Profiles (integrated version) will become available, and be the default selection in the ATR Profiles drop down menu included in the following steps of your Genovo account.
1. Introduction Section > Review of Client's Attitude to Risk
2. Recommended Investment Strategy Section > Attitude to Risk
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.