Advisers will be able to access more information on the performance of discretionary fund managers with the latest upgrade from Dynamic Planner.
The software provider has expanded its research capability on the past performance of more than 900 DFM model portfolio services.
Chris Jones, chief proposition officer, said: “Having launched our Single Strategy Mapped service earlier this year, we continue to evolve our research capabilities so that advisers have everything they need in one end to end journey.
"Adding past performance for DFM MPS and our new reporting service is the latest phase of this and will equip advice firms with deeper dive research, aiding target market selection and enabling them to really get under the bonnet of these solutions for client suitability."
Dynamic Planner said the in-depth reporting is focused on ensuring advice firms are fully equipped to deliver good outcomes for clients under consumer duty requirements, demonstrating the value received for the risks being taken when using model portfolios.
The DFM MPS Report Service will provide insight powered by Dynamic Planner’s 72-asset class risk model and the collection of full underlying funds holdings with performance data sourced directly from the portfolio manager.
Jones added: “Our asset risk model, and relationship with MSCI put us in a unique position to provide advice firms with the granular level of data needed to ensure they are fully equipped to deliver good outcomes for their clients, clearly demonstrating the value received for the risks being taken using model portfolios.”
The in-depth research considers key risk/reward characteristics, on a forward and historic basis, alongside trend analysis of the ESG metrics of underlying fund holdings from more than 67,000 mutual funds and ETFs via an API service.
While key facts on the underlying MPS fund charges, management fees, re-balancing frequency, investment objectives and approach are directly sourced from the portfolio managers.
In January, Dynamic Planner introduced a service to risk profile single strategy funds.
tara.o'connor@ft.com
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