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…
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…
November 3, 2020
Dynamic Planner launches groundbreaking cash flow planning
Enables advisers to use a single system and avoid miscalibration risk Makes powerful cash flow…
September 10, 2020
Dynamic Planner announces digital autumn 2020 training academies
10 September 2020: Dynamic Planner has confirmed the dates for its Digital Autumn 2020 Training…
September 1, 2020
Forward-looking projections forecast a brighter future for everyone
A client whose financial adviser had relied upon performance scenarios required in a Key Information…
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…