Welcome to the ADVISER PORTAL

A wealth of resources for authorised Dynamic Asset partners.

Click on a link and log-in to access our library:

  • Portfolio Construction Tool - used to build client portfolios that target specific risk-managed return and income goals
  • Detailed Performance Reports - covering Dynamic Asset model portfolios and individual client portfolios
  • Adviser Documents - access user guides, calculators, PDS and mandate documents, platform information and research papers
  • Research and Governance - a quick access guide to research papers, PDS's and other material for Dynamic Asset and underlying investments and fund managers

To learn more about Dynamic Asset and discover how our whole-of-business Managed Accounts solution can benefit your advice business, contact us now.

 

CONTACT US

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