All Posts By

Joshua Knight

Dynamic Planner dashboard options screenshot
Service
July 3, 2019

Dynamic Planner Updates: July 2019

Read time: 1min 45sec It's been a busy month following the launch of Dynamic Planner…
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Dynamic Planner MiFID II on desktop, mobile and tablet viewports
Service
June 11, 2019

Dynamic Planner Updates: June 2019

Read time: 1min Following our announcement at our 2019 Annual Conference back in January and…
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Income Focus Reports Dashboard
Service
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…
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London Skyline St Pauls
Service
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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New Dynamic Planner and Intelligent Office Integration is Live
NewsService
January 16, 2019

Intelligent Office Integration is Live

Over the past few months, Dynamic Planner has been working closely with Intelliflo to provide…
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Asset Allocation Toggle Screenshot
Service
December 10, 2018

Analysis on Recommendations

Back in October, we extended the range of asset classes covered by Dynamic Planner, giving…
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Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK
NewsService
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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Dynamic Planner screen with claret cover
Service
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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Dynamic Planner screen with claret cover
Service
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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