Category

Press Release

Dynamic Planner Annual Conference 2018
NewsPress Release
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…
Read More
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire
NewsPress Release
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…
Read More
David Goerz
NewsPress Release
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…
Read More
Abhimanyu Chatterjee - Head of Asset Risk Modelling
NewsPress Release
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.…
Read More
Walker Crips Funds
NewsPress Release
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,…
Read More
Dynamic Planner Press and Media
NewsPress Release
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…
Read More
Chris Jones Propositions Director at Dynamic Planner
NewsPress Release
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…
Read More
Dynamic Planner Press and Media
Press Release
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…
Read More