July 3, 2019
Dynamic Planner Updates: July 2019
Read time: 1min 45sec It's been a busy month following the launch of Dynamic Planner…
Read More
June 11, 2019
Dynamic Planner Updates: June 2019
Read time: 1min Following our announcement at our 2019 Annual Conference back in January and…
Read More
April 9, 2019
Income Focus Reports and a New Tax Year
Our April release went live on 6 April and ensures Dynamic Planner is using the…
Read More
February 12, 2019
February Update – Royal London Valuations
Our February release has just gone live with a number of fantastic improvements and enhancements…
Read More
January 16, 2019
Intelligent Office Integration is Live
Over the past few months, Dynamic Planner has been working closely with Intelliflo to provide…
Read More
January 11, 2019
Enrich your Fund Research
The Portfolio Suitability Hub in Dynamic Planner allows you to conduct whole of market fund…
Read More
December 10, 2018
Analysis on Recommendations
Back in October, we extended the range of asset classes covered by Dynamic Planner, giving…
Read More
October 18, 2018
Dynamic Planner Extend Asset Classes to 49 to Provide Precision Risk Analysis
Today we are releasing some powerful changes to Dynamic Planner’s Asset and Risk Model. We…
Read More
May 4, 2018
Dynamic Planner Update – May 2018
Our May release has just gone live, with the main thrust of work being around…
Read More
April 10, 2018
Dynamic Planner Update – April 2018
The April release of Dynamic Planner is now live for all our users to access,…
Read More