Joshua Knight
Dynamic Planner Updates: December 2019
It has only been a few weeks since our last Updates post – but, already, Dynamic Planner is looking a little different! First, as you may have seen in the industry press and across on our blog, we have launched a new range of multi asset indexes in partnership with MSCI. Currently, investors and advisers […]
Dynamic Planner Updates: November 2019
The November update from Dynamic Planners’ very own, Joshua Knight
Dynamic Planner Updates: September 2019
We are passionate that the reports that Dynamic Planner helps you create, show you in the best possible light with clients. As such, we’ve made a number of small improvements, which are all live now, to the formatting, layout and wording of the Client Review report to help ensure that you generate a report you […]
Dynamic Planner Updates: August 2019
Over the past few weeks at Dynamic Planner, we have been working to make the Client Review process smoother and more engaging for your clients. Resuming report editing The review report editing process has been updated, allowing you to resume a previous session where you last left off. For example, now you can configure and […]
Dynamic Planner Updates: July 2019
Read time: 1min 45sec It’s been a busy month following the launch of Dynamic Planner Elements and our new Client Review process. We’ve received a lot of great feedback based on your first few reports and we’re continuing to make improvements and enhancements to the process moving forward. You might notice that changes occur more […]
Dynamic Planner Updates: June 2019
Read time: 1min Following our announcement at our 2019 Annual Conference back in January and February, and months of user feedback and input, we’re excited to be able to share a new Client Review process with our whole user community. We’ve heard how important the review process is to advice firms’ businesses and how central […]
Income Focus Reports and a New Tax Year
Our April release went live on 6 April and ensures Dynamic Planner is using the rates and bands for the new tax year. Income Focused Research We’ve been thinking a lot about how we can help our users meet their obligations under MiFID II product regulations in designing their centralised retirement process around clearly defined […]
February Update – Royal London Valuations
Our February release has just gone live with a number of fantastic improvements and enhancements to Dynamic Planner. Royal London Valuations First, we are pleased to announce that Royal London has joined us as an integration partner. You will now be able to obtain valuations for client holdings via Dynamic Planner. Valuation integrations provide a […]
Intelligent Office Integration is Live
Over the past few months, Dynamic Planner has been working closely with Intelliflo to provide an enhanced integration between Dynamic Planner and Intelligent Office (iO). The result is a simple and fast integration, and one of 21 Dynamic Planner has with leading back-office systems, platforms and providers – all dedicated to helping your financial advice […]
Enrich your Fund Research
The Portfolio Suitability Hub in Dynamic Planner allows you to conduct whole of market fund research for OEICs, Unit Trusts, Investment Trusts, ETFs, Life & Pension funds and DFM portfolios. Dynamic Planner provides a number of filters to help you refine fund selection, based on data it collects as part of its Fund Risk Profiling […]