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…
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…
June 11, 2019
Dynamic Planner Updates: June 2019
Read time: 1min Following our announcement at our 2019 Annual Conference back in January and…
June 10, 2019
New Dynamic Planner Client Review launches
Read time: 3min 45sec Following the success of its Early Adopter Programme, unveiled earlier this…
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…
May 16, 2019
Combine Attitude, Capacity and Experience
Risk profiling doesn’t start and stop with an Attitude to Risk (ATR) questionnaire. It sits…
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…
March 19, 2019
The Psychology Behind the Questions
Read time: 4min In early 2018 at Dynamic Planner, we launched a significant improvement to…
March 8, 2019
Reports Focus on Income Fund Research
The fundamental search for high and rising income can come at the cost of increased…
February 12, 2019
February Update – Royal London Valuations
Our February release has just gone live with a number of fantastic improvements and enhancements…