Category

Service

Dynamic Planner dashboard options screenshot
Service
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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Dynamic Planner speaker at financial training academy
Service
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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The investment progress review document in blue open and closed view of front cover
Service
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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Someone on the Dynamic Planner app on the iphone
Service
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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Dynamic Planner MiFID II on desktop, mobile and tablet viewports
Service
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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Client Review, Elements
Service
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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Hands shaking in black and white
Service
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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At the heart of high-quality investment advice is helping your clients achieve what’s important to them at a risk that they are willing and able to take.
Service
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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Income Focus Reports Dashboard
Service
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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Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK
Service
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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