All Posts By

Joshua Knight

Income Focus Reports Dashboard
Service
April 9, 2019

April Update – 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

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
ResearchService
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
Service
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
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 Updates
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 Updates
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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Dynamic Planner Updates
Service
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
Service
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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