July 3, 2019
Dynamic Planner Updates: July 2019
Read time: 1min 45sec It's been a busy month following the launch of Dynamic Planner…
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June 25, 2019
Thinking outside your everyday box
Read time: 5min It’s good to get out of the office occasionally. Get out of…
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June 12, 2019
We couldn’t have put it better ourselves
Read time: 1min In the build-up to Dynamic Planner’s new Client Review being launched on…
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June 11, 2019
Client Review process: 18 months in the making
Read time: 3min 15sec At Dynamic Planner, we are proud in our 16-year history to…
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June 11, 2019
Dynamic Planner Updates: June 2019
Read time: 1min Following our announcement at our 2019 Annual Conference back in January and…
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June 10, 2019
New Dynamic Planner Client Review launches
Read time: 3min 45sec Following the success of its Early Adopter Programme, unveiled earlier this…
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June 7, 2019
Dynamic Planner Teams Up with Tenet
Dynamic Planner has been selected as the best by award-winning financial adviser group Tenet to…
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May 16, 2019
Combine Attitude, Capacity and Experience
Risk profiling doesn’t start and stop with an Attitude to Risk (ATR) questionnaire. It sits…
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April 9, 2019
Income Focus Reports and a New Tax Year
Our April release went live on 6 April and ensures Dynamic Planner is using the…
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March 19, 2019
The Psychology Behind the Questions
Read time: 4min Twelve months ago at Dynamic Planner, we launched a significant improvement to…
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