May 18, 2021
Dynamic Planner Updates – May 2021
By Joshua Knight, Head of Product It’s been a busy few months! And now, in…
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 20, 2021
Volatility – Friend or foe for your client’s portfolio?
JIM HENNING, Head of Investment Services at Dynamic Planner, shines a revealing light on risk…
December 2, 2020
Dynamic Planner Updates – Dec 2020
Welcome to the latest ‘Dynamic Planner Updates’. It has been an exciting time after the…
November 11, 2020
Independent review of Dynamic Planner Cash Flow published
An independent review of Dynamic Planner’s new Cash flow planning service has been published. The…
October 13, 2020
Dynamic Planner Updates – Oct 2020
Over the past few weeks, we have released multiple tweaks and enhancements to Dynamic Planner,…
July 7, 2020
Dynamic Planner Updates: July 2020
By Product Manager Josh Knight When we first released the review process last summer, we…