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…
April 14, 2020
5 Ways Dynamic Planner can help you while working from home
This year and particularly since mid-March, the whole financial services industry and indeed world has…
March 10, 2020
Dynamic Planner Updates: March 2020
This month, we can announce a new feature within the client review process to help…
February 18, 2020
“Dynamic Planner’s Client Review has revolutionised my service for clients. I’m really proud of what we’re doing now”
Annual suitability reviews for clients are today being delivered by advice firms against a backdrop…
February 7, 2020
Dynamic Planner Updates: February 2020
We’ve had a great start to the new year with our Annual Conferences in Manchester…
January 28, 2020
Transforming your firm’s client relationships in 2020
At the heart of any successful business are great client relationships, which is why I…