Joshua Knight
Analysis on Recommendations
Back in October, we extended the range of asset classes covered by Dynamic Planner, giving you access to unprecedented precision in the risk analysis performed on your client’s current and recommended portfolios. We have updated the recommendations section in Dynamic Planner to help you see the additional data available to you when constructing a portfolio. […]
Dynamic Planner Extend Asset Classes to 49 to Provide Precision Risk Analysis
Today we are releasing some powerful changes to Dynamic Planner’s Asset and Risk Model. We are updating Dynamic Planner to use more granular asset allocation data for funds, with the objective of providing enhanced precision of risk analysis. This enhancement is enabled by incorporating the additional analysis conducted by our Asset and Risk Modelling (ARM) […]
Dynamic Planner Update – May 2018
Our May release has just gone live, with the main thrust of work being around our preparations for the General Data Protection Regulation, coming into effect on the 25th May 2018. You’ll have noticed that we, like almost every other company in the world it seems, have updated our terms and conditions – you’ll be […]
Dynamic Planner Update – April 2018
The April release of Dynamic Planner is now live for all our users to access, incorporating changes to tax rates and bands for the 2018/19 tax year. Budget updates, each year we update Dynamic Planners forecasts and analysis to take account of changes for the new financial year. This means, for example, that the lifetime […]
Dynamic Planner Update – March 2018
Last week, we released the latest changes to Dynamic Planner as part of our series of monthly enhancements. We have updated the forecast to show the client the effect of not investing their money. The ‘Not invested’ column helps clients visualise the impact that inflation would have on their portfolio over 20 years. We include […]
Dynamic Planner Update – February 2018
Fresh off the back of our 6th Dynamic Planner Annual Conference, we have released the February changes to Dynamic Planner. This release sees some important changes to Dynamic Planner’s risk profiling process, along with more improvements to our reports. Risk Profiling enhancements We have made a number of improvements to the risk profiling process. Firstly, […]
Dynamic Planner Update – January 2018
Happy new year to all our users! 2018 is already off to a flying start here, with the first update to Dynamic Planner already completed. Following the updates we made to the Risk Profile Report in November 2017, in our January release we have made improvements the following reports. Asset Allocation Report Valuations Report Investment […]