Leo Lopez's Contact Details

Leo Lopez's Company Details

Dynamic Asset

Sydney, New South Wales, Australia • 9 Employees
Financial Services

Dynamic Asset manages class-leading managed accounts for Australian financial advisers and their clients. The investment portfolios are designed to meet very specific investment goals across liquidity and risk-return criteria.The differentiated portfolios are used to manage client portfolios either individually or blended into an overall portfolio to suit their unique investment goals. The range of portfolios across both super and non-super means that Dynamic Asset provides the most complete Managed Account solution in Australia.Dynamic Asset is Australia's only whole-of-business, turn-key solution that answers the challenges that advisers face today. It's a business solution for advisers that's specifically designed to:* Boost profitable growth* Deliver business scalability* Offer a differentiated value proposition* Increase client understanding, engagement, retention and referrals* Increase business efficiency* Reduce administration and service costs* Provide the benefits of contemporary technology and tools * Deliver bespoke and scalable portfolios that match client goals* Simplify risk management and compliance