February 12, 2019
February Update – Royal London Valuations
Our February release has just gone live with a number of fantastic improvements and enhancements…
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January 16, 2019
New Dynamic Planner and Intelligent Office Integration is Live
Over the past few months, Dynamic Planner has been working closely with Intelliflo to provide…
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January 11, 2019
Enrich your Fund Research with Improved Fund Performance Charting
The Portfolio Suitability Hub in Dynamic Planner allows you to conduct whole of market fund…
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December 10, 2018
December Update – Additional Analysis on Recommendations
Back in October, we extended the range of asset classes covered by Dynamic Planner, giving…
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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…
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May 4, 2018
Dynamic Planner Update – May 2018
Our May release has just gone live, with the main thrust of work being around…
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April 10, 2018
Dynamic Planner Update – April 2018
The April release of Dynamic Planner is now live for all our users to access,…
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March 8, 2018
Dynamic Planner Update – March 2018
Last week, we released the latest changes to Dynamic Planner as part of our series…
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February 7, 2018
Dynamic Planner Update – February 2018
Fresh off the back of our 6th Dynamic Planner Annual Conference, we have released the…
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January 12, 2018
Dynamic Planner Update – January 2018
Happy new year to all our users! 2018 is already off to a flying start…
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