Defaqto & Dynamic Planner
We currently use Defaqto for research and risk profiling. We then use Adviser Asset for cash flow modelling. The cash flow tool on Dynamic planner looks good as do the other elements they offer. However we have used Defaqto for a number of years and i feel nervous about moving to a new risk provider as would we then need to agree risk with all of the clients again etc or is there a way of mapping them across?
Has anyone got any experiences of this?