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