All Posts By

Joshua Knight

New Dynamic Planner and Intelligent Office Integration is Live
NewsPlatform
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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Fund Research
PlatformResearch
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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Asset Allocation Toggle Screenshot
Platform
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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Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK
NewsPlatform
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 Updates
Platform
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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Dynamic Planner Updates
Platform
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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Dynamic Planner Updates
Platform
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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Dynamic Planner Updates
Platform
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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