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Scottish Widows Platform now live in Dynamic Planner

The Scottish Widows Platform is now live for valuations in Dynamic Planner, the UK’s leading risk based financial planning system. This new integration with the Scottish Widows Platform enables Dynamic Planner users to onboard and value new clients and existing clients in preparation for their client review or cashflow planning, and benefit from the new […]

News from the Dynamic Planner Investment Committee – Sept 2023

Dynamic Planner’s Investment Committee (IC) met on Monday 24 July with the main task of reviewing the inputs and outcomes from the optimisation process for setting the 2023/24 strategic benchmark asset allocations. The IC discussed the anticipation of a ‘return to normal’ for financial markets as yield curves should normalize to an upward slope given […]

PortfolioMetrix Core funds now risk profiled on Dynamic Planner

Dynamic Planner, the UK’s leading risk based financial planning system, has again expanded its universe of risk profiled funds to include PortfolioMetrix’s three Core funds. New to Dynamic Planner, PortfolioMetrix is a discretionary investment manager which helps independent financial advisers to deliver expected outcomes for their clients. PortfolioMetrix builds portfolios that ‘fly in formation’, this […]