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 help you build client portfolios that target specific risk-managed return and income goals
  • Detailed Performance Reports - covering Dynamic Asset portfolios and providing Fund Profiles for use with clients
  • Adviser Documents - access articles and academic research papers on Goals Based Advice, Investing and Operations, together with reference documents like SoA templates, calculators, platform information, user guides and other supporting services like Para-planning services.
  • Research and Governance - access to PDS and Mandate documents and other material on Dynamic Asset and underlying investments or 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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