Dynamic Planner

By Ben Goss Back in the late 1990s, I left my job to found an internet startup. I remember the sense of possibility at that time, the expectation that everything would change. And, 25 years on, so it has proved. From banking to buying car insurance to planning a holiday, we do everything online, and […]

Published 5th March Speaking to over 700 financial planning professionals at the 12th annual Conference for Dynamic Planner, the UK’s leading digital financial planning and advice platform, CEO Ben Goss said: “We live in the most extraordinary of times, the speed of change is unprecedented, and technology is driving this transformation. “In the advice industry, […]

Dynamic Planner, the UK’s leading risk-based financial planning system, has launched ‘Tram’, a brand-new digital engagement app white labelled to financial planning organisations and designed to keep customers engaged with their financial plan like never before. Powered by Dynamic Planner, Tram – keeping your financial plan on track – does the following: Helps firms meet […]

The Dynamic Planner Investment Committee (IC) met on Tuesday 23 January, coincidentally called ‘Super Tuesday’ in the US state of New Hampshire, where the race for the White House began with primary elections for the Republican party nomination. In fact, elections are expected to cover around 60% of world GDP over the course of 2024, […]

Dynamic Planner, the UK’s leading digital financial planning and advice platform, has boosted its data analytics offering with two Data Engineer appointments. Saranya Vadrevu and Rohan Nandi have joined Dynamic Planner’s Data and Analytics Team led by Business Intelligence Manager, Abhishek Vethanayagam. Together they will drive data-led decision making and provide advanced analytics solutions across […]

Dynamic Planner, the UK’s leading risk based financial planning system has opened registrations for its 12th annual Conference on 5th March at 22 Bishopsgate in the City of London. This year’s ‘Scaling Success’ themed event, will see hundreds of financial planning professionals attend to hear how they can scale advice businesses through leading, end-to-end technology; […]

Dynamic Planner, the UK’s leading digital financial planning and advice platform, has launched a pioneering approach to single strategy fund mapping. Available from today, Dynamic Planner’s Single Strategy Mapped Service is designed to assist the advice industry in making the most accurately informed decisions when it comes to single strategy fund selection. The Single Strategy Mapped […]

A new low code integration platform now enables your firm to integrate Dynamic Planner with other systems you use to manage your client relationships. Compared to Open API, low code integration provides an even simpler way to integrate technology, managing much of the complexity of mapping your client data. What does it do? Initially, Dynamic […]

It is that time of the year when we, as market watchers, pull out our crystal balls. Just as we dust ourselves off from the past year, we look to the one ahead, either with anticipation or trepidation. Taking a moment to look back, it has been an extraordinary year – from the tremendous gains […]

In what has been a challenging year from both an economic and regulatory perspective, resilient advice firms are embracing change and looking to the future, reveals new research from Dynamic Planner, the UK’s leading risk based financial planning system. Published today, Dynamic Planner’s third annual Spotlight Report ‘Resilient and Embracing Opportunity: The financial advice landscape […]