Category

Service

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

Risk Profiling: How Attitude, Capacity and Experience combine to help you reach the right level for clients

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

April Update – 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

Attitude to Risk: The Psychology Behind the Questions and Clients Answers

Twelve months ago at Dynamic Planner, we launched a significant improvement to our already market-leading…
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Service
March 8, 2019

New Dynamic Planner Reports Focus on Income Fund Research

The fundamental search for high and rising income can come at the cost of increased…
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London Skyline St Pauls
Service
February 12, 2019

February Update – Royal London Valuations

Our February release has just gone live with a number of fantastic improvements and enhancements…
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Dynamic Planner Investment Progress Review Report
NewsPress ReleaseService
January 24, 2019

Dynamic Planner Announces £5m Tech Investment with Launch of Dynamic Planner Elements

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation-led investment service, today announces…
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New Dynamic Planner and Intelligent Office Integration is Live
NewsService
January 16, 2019

New Dynamic Planner and Intelligent Office Integration is Live

Over the past few months, Dynamic Planner has been working closely with Intelliflo to provide…
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Fund Research
ResearchService
January 11, 2019

Enrich your Fund Research with Improved Fund Performance Charting

The Portfolio Suitability Hub in Dynamic Planner allows you to conduct whole of market fund…
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Asset Allocation Toggle Screenshot
Service
December 10, 2018

December Update – Additional Analysis on Recommendations

Back in October, we extended the range of asset classes covered by Dynamic Planner, giving…
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Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK
NewsService
October 18, 2018

Dynamic Planner Extend Asset Classes to 49 to Provide Precision Risk Analysis

Today we are releasing some powerful changes to Dynamic Planner’s Asset and Risk Model. We…
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