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Dynamic Planner News

ESG investingFeatured
June 8, 2021

What are your clients really thinking about responsible investing?

By Close Brothers Asset Management In January 2021, Close Brothers Asset Management commissioned Censuswide to…
Featured
May 24, 2021

The trouble with advisory models…

RSMR has been offering model portfolios since 2012 through a number of partnerships and some…
Joshua Knight - Product ManagerCash FlowESG investingService
May 18, 2021

Dynamic Planner Updates – May 2021

By Joshua Knight, Head of Product It’s been a busy few months! And now, in…
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaireESG investingNewsPress ReleaseService
May 12, 2021

EQ Investors portfolios now risk profiled on Dynamic Planner

Advice firms can now benefit from EQ Investors range of solutions being risk profiled on…