Coming soonRisk & Suitability
Capture risk profiles and suitability assessments automatically.
Dynamic Planner is widely used by UK advice firms for risk profiling, asset allocation, and suitability reporting. Bedrock integrates with Dynamic Planner to capture risk assessments and suitability reports as they are generated, ensuring every recommendation has a verifiable audit trail from the point of risk assessment.
How it works
Adviser completes a risk profile or suitability report in Dynamic Planner
Bedrock captures the report via API integration
The risk assessment is recorded in the ledger with full metadata
The assessment can be linked to subsequent advice records for a complete chain
Features
- Risk profile capture with attitude-to-risk scores
- Suitability report recording with full document hash
- Linked records — risk assessment tied to resulting advice
- Audit trail from risk profiling through to certificate
REST API
Prefer to build your own integration? Bedrock provides a straightforward REST API. Submit documents via a single endpoint, track review progress with webhooks, and retrieve certificates programmatically. Standard JSON over HTTPS with API key authentication.
Protect your firm's future
Join the firms preparing for the future of regulated AI advice. Early access for FCA-regulated firms.