March 8, 2022
Dynamic Planner launches Client Access to help advisers drive client relationships and engagement in a hybrid world
Dynamic Planner has launched Client Access, a customer focused and interactive technology designed to help…
December 21, 2021
Dynamic Planner Updates – December 2021
Document store, relationship management, intelliflo office integration and "are you sure"? Read more in our…
January 7, 2021
Dynamic Planner unveils virtual annual conference 2021
Dynamic Planner has announced details for its ninth ‘Transform the Way Clients See You’ Annual…
August 18, 2020
Dynamic Planner expands fund risk profiling research to include first investment trust
Dynamic Planner has expanded its fund risk profiling service to include investment trusts. Broadening the…
March 10, 2020
Dynamic Planner Updates: March 2020
This month, we can announce a new feature within the client review process to help…