Dynamic Planner
Dynamic Planner appoints European Managing Director for continental expansion
Dynamic Planner, today announces the appointment of Christophe Ponette as Managing Director for Europe to lead the company’s EU expansion. Christophe was previously the MD of Avaloq, the European Banking and Wealth Technology Provider for Benelux, speaks multiple languages and has over 25 years’ experience working in sales and management positions in European markets including […]
Revamped RSMR MPS ranges now risk profiled on Dynamic Planner
Advisers looking for risk rated investing solutions for their clients, can benefit from the revamped RSMR Responsible Managed Portfolio Service (MPS) now available through Dynamic Planner. The newly launched RSMR Responsible Growth Portfolio means that advisers can now take advantage of four risk profiled portfolios in the RSMR Responsible MPS that is risk rated on […]
Dynamic Planner Investment Services and markets update
Like all of us, we are deeply disturbed by what is happening in Ukraine. While it may not be equal to that, we fully understand your clients will have concerns right now. We want to provide you with reassurance and information below regarding our model and processes, which you can share when speaking with your […]
Dynamic Planner launches Client Access to help advisers drive client relationships and engagement in a hybrid world
Dynamic Planner has launched Client Access, a customer focused and interactive technology designed to help advisers drive deeper client engagement and relationships in the new flexible hybrid world of financial advice. Now available to Dynamic Planner users, Dynamic Planner Client Access empowers clients to complete the psychometric risk and sustainability profiling questionnaires remotely, enriching the […]
‘I am more than just a number’ – 3 people on life at Dynamic Planner
Dynamic Planner is today trusted by thousands of UK financial advisers, helping them engagingly match their clients with suitable investment portfolios. The award-winning software is constantly evolving to reflect latest regulation and how businesses in the profession work. What is it like helping make that happen, as members of Dynamic Planner’s growing Product, Development and […]
Joining Dynamic Planner during Covid: The Tester – ‘It’s exciting to contribute to advances happening’
The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles in varying levels of lockdown in the UK. However, the award-winning firm’s commitment to remote and hybrid working has helped new starters hit the ground running in the field of financial planning technology. Thomas Pegg’s dream of being a commercial […]
Joining Dynamic Planner during Covid: The Developer – ‘There’s a lot of effort to bring people together remotely’
The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles in varying levels of lockdown in the UK. However, the award-winning firm’s commitment to remote and hybrid working has helped new starters hit the ground running in the field of financial planning technology. Max Bowser began his career in financial […]
Joining Dynamic Planner during Covid: The Product Owner – ‘You can really shape where the company is going’
The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles in varying levels of lockdown in the UK. However, the award-winning firm’s commitment to remote and hybrid working has helped new starters hit the ground running in the field of financial planning technology. Amanda Thorpe is currently Product Owner for […]
Financial planning on the cusp of a golden age – Dynamic Planner CEO Ben Goss
“We are on the cusp of a Golden Age for the financial planning industry, with a mixture of demand, regulation and technology providing the backdrop against which financial advice and planning is made more accessible than ever before,” says Ben Goss, CEO Dynamic Planner. Speaking at Dynamic Planner’s 10th Annual Conference, Ben Goss continued: “More […]
Dynamic Planner Updates – December 2021
Document store, relationship management, intelliflo office integration and “are you sure”? Read more in our December updates