Yasmina Siadatan
Aubrey Citadel Fund now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading digital advice platform, is now risk rating Aubrey Citadel Fund. Aubrey Capital Management is a specialist boutique manager with a distinctive investment approach, primarily focused on global equities. Founded in 2006, it manages £795 million of client assets across long only growth equity strategies and a diversified, macro-driven strategy. The […]
Albemarle Street Partners’ ASPIM Growth range now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading risk-based financial planning system is now risk profiling Albemarle Street Partners’ ASPIM Growth range on its platform. The ASPIM Growth range consists of 11 distinct portfolios – ASPIM Growth 2 – 10, ASPIM Growth Equity and ASPIM Growth Unconstrained – that are designed to align with various risk profiles and […]
Marlborough’s MPS portfolios now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading risk-based financial planning system, is now risk rating Marlborough’s managed portfolio solutions (MPS) range. Marlborough’s MPS portfolios are now risk profiled along with over 900 other MPS solutions on the platform and will be available within Dynamic Planner’s DFM MPS Report Service. The 21 portfolios target seven different levels of […]
Dynamic Planner teams up with Salesforce to deliver financial planning at scale
Dynamic Planner, the UK’s leading risk based financial planning system, has teamed up with Salesforce, the #1 AI CRM. The agreement makes Dynamic Planner the first and only UK based wealth planning partner for Salesforce. This collaboration enables firms using Salesforce to underpin their financial planning process with Dynamic Planner, with Salesforce customers seeing many […]
The technology opportunity extends across client age brackets
Advice firms will need to embrace app technology to attract and retain the next generation of clients, but the opportunity is not limited to younger age groups. We commissioned research from AdviserSoftware.com, a division of FTRC, to explore the potential for technology to broaden access to financial planning and open up new markets for advice […]
Dynamic Planner announces new CRM integration with Adviser Cloud
Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Advisers using the new integration will be able to seamlessly transfer client records easily, efficiently and securely between Dynamic Planner and Adviser Cloud. Data is passed between the systems, with Adviser Cloud validating all data, removing the need […]
Technology offers powerful opportunities to meet future consumer financial planning needs
At the Dynamic Planner conference back in March this year, Dame Harriett Baldwin, MP, passionately highlighted to our audience the challenges we as ordinary consumers face in getting support to make choices with money: “Only the rich, the 8% of the population, can benefit from the healthy financial options. The remaining 92% are being left […]
Dynamic Planner now risk rating L&G Future World Global Opportunities Fund
Dynamic Planner, the UK’s leading risk based financial planning system, is now risk rating L&G’s Future World Global Opportunities Fund. Managed by Colin Reedie, the award-winning L&G Future World Global Opportunities Fund is ranked No1 in its sector – IA Mixed Investment 20-60% Shares for its five-year performance. The fund follows a robust risk budgeting […]
Dynamic Planner makes key appointments to accelerate growth
Dynamic Planner, the UK’s leading risk based financial planning system, has made the first of several new key hires into its Customer Success and Marketing teams to continue to accelerate its growth and scale further. Three new team members have joined: Will Dunwell, as Marketing Director to lead the Marketing team with more than 20 […]
Dynamic Planner now risk rating Omba’s Managed Portfolio Service
Dynamic Planner, the UK’s leading risk based financial planning system, has added Omba’s Managed Portfolio Service (MPS) to its growing range of over 900 model portfolio solutions. Omba MPS is aimed at advisers and designed to provide transparent, cost-effective and tax-efficient access to global and multi-asset managed portfolios. It consists of three ranges of investment […]