October 25, 2018
Dynamic Planner Announces Details for 2019 Annual Conference
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, is to…
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October 18, 2018
Dynamic Planner puts Institutional Level Asset Analysis at Fingertips of Advice Firms
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has extended…
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October 4, 2018
Dynamic Planner Boosts International Expertise of Investment Committee
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has boosted…
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October 3, 2018
Dynamic Planner names new Head of Asset and Risk Modelling
Dynamic Planner has appointed Abhi Chatterjee as its new Head of Asset and Risk Modelling.…
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August 29, 2018
Walker Crips adds Model Portfolios to Dynamic Planner
Walker Crips has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform,…
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July 24, 2018
Dynamic Planner announce New Business Development Director
Dynamic Planner has appointed Nick Lee as their new Director of Business Development. Nick had…
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July 16, 2018
Former Intrinsic Head of Investment Proposition joins Dynamic Planner
Chris Jones has joined Distribution Technology (DT) as Proposition Director for Dynamic Planner. In this…
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June 12, 2018
Dynamic Planner Helps Power Exciting New Vitality Proposition
Vitality has partnered with Dynamic Planner to help launch VitalityInvest and enable people to close…
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March 31, 2018
Pi Financial Selects Dynamic Planner In Five-Year Deal To Support Investment Process and MiFID II Standards
Under the deal, Shropshire-based Pi Financial will make Dynamic Planner available to its family of…
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