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 7, 2021
Garraway launches Decumulation Model Portfolio using Dynamic Planner’s Risk Managed Decumulation standards
Advisers using Dynamic Planner’s Risk Managed Decumulation Service (RMD) can now access the Garraway Decumulation…
October 27, 2021
Dynamic Planner creates Sustainability Discussion Guide for advisers
Ahead of the UN Climate Change Conference (COP26), Dynamic Planner has created a white paper…
October 6, 2021
Dynamic planner’s Louis Williams named Future Leader in Knowledge Transfer Partnership Awards
Dynamic Planner’s Head of Psychology & Behavioural Insights Louis Williams, has been named as one…
May 5, 2021
Dynamic planner launches industry’s first psychometric sustainable investing questionnaire
Dynamic Planner is set to launch the industry’s first psychometric Sustainable Investing questionnaire. Launching on…
February 3, 2021
Dynamic Planner launches sustainable investing insight
Whole of market MSCI ESG fund research now available in Dynamic Planner to help advisers…