As a firm Churchill were drawn to Dynamic Planner initially by their requirements for both a cash flow system and […]

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We are delighted with the overall functionality of Dynamic Planner. It may be known for risk profiling, but since taking […]

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We believe it’s a great aid in the advice process. The planning tool helps further consolidate the relationship advisers have […]

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The challenge is to ensure that the online component of the retirement planning service we are currently piloting is functional, […]

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We believe Wealth Connect provides comprehensive support to advisers and excellent outcomes for their clients. By offering Wealth Connect to […]

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