St. James’s Place (SJP) has entered into a long-term partnership with digital advice platform, Dynamic Planner, to provide client risk profiling services.

Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff.

The collaboration also supported SJP’s commitment to delivering "quality, long-term, one-to-one advice" and supporting its advisers with technology to improve the capture and evidencing of the risk preferencing of its clients.

The wealth manager said it chose Dynamic Planner for its "comprehensive solution, ability to support the partnership’s scale and the strength of its methodology, research and ongoing innovation".

SJP said the digital advice platform "reflects" its risk categories through its platform.

Divisional director of business development and advice at SJP, John O’Driscoll, said: "Dynamic Planner’s reputation and shared values around one-to-one advice, combined with their commitment to empowering advisers through the latest technology, makes them the ideal partner as we continue to enhance our adviser proposition."

Chief executive officer at Dynamic Planner, Ben Goss, added: "We are proud to partner with SJP, to support a vital aspect of their advice process. SJP’s dedication to client-centred advice mirrors our own commitment to empowering advisers with technology that engages clients and demonstrates adviser value.

"As the UK’s leading digital advice platform, this partnership reinforces our capability to deliver scalable solutions configured to our clients’ advice policies."

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