News
Truly engaging financial planning is our vision for a new hybrid world
Speaking virtually to 1000 financial services professionals from across the UK at its 9th Annual Conference this morning, Dynamic Planner’s CEO Ben Goss praised the transformation of the financial planning profession over the last 12 months and claimed that advisers and clients who more fully embrace technology will better weather the challenges to come. He […]
Dynamic Planner unveils virtual annual conference 2021
Dynamic Planner has announced details for its ninth ‘Transform the Way Clients See You’ Annual Conference, which is set to be delivered remotely, into the homes of attendees on Wednesday 10 March: 11am-4pm. Dynamic Planner’s previous eight conferences have centred on connection and community, and with these human needs now greater than ever and 2020 […]
Dynamic Planner expands fund risk profiling research to include first investment trust
Dynamic Planner has expanded its fund risk profiling service to include investment trusts. Broadening the range of investment vehicles analysed by Dynamic Planner, the first trust to be risk profiled is the Seneca Global Income & Growth Trust plc, assigned a Dynamic Planner Risk Profile 7 (on a 1-10 scale). To date, Dynamic Planner risk […]
Dynamic Planner ‘Elements’ – 1 year on, 5 key updates
By Product Manager Josh Knight It is hard to believe that this month already marks a year since we first made Dynamic Planner’s Client Review process available. ‘Elements’ is our rolling, two-year programme of major updates and enhancements to Dynamic Planner, focused on providing you with a sleek and modern set of business processes that […]
Dynamic Planner Updates: March 2020
This month, we can announce a new feature within the client review process to help you and your firm in more turbulent market times. We have updated our review report template to provide space for your firm’s own market commentary. This provides you with space in the report to outline prevailing market conditions for your […]
Dynamic Planner Updates: February 2020
We’ve had a great start to the new year with our Annual Conferences in Manchester and London and multiple product announcements to keep us busy! Alongside developing all these new services, we’re continuing to develop and evolve our current features. One common theme across all new areas of Dynamic Planner is the quality and presentation […]
Transforming your firm’s client relationships in 2020
At the heart of any successful business are great client relationships, which is why I want to share with you some of the amazing successes firms are having with Dynamic Planner – using it to take engagement with their clients to the next level, while removing huge amounts of time, cost and risk in the […]
Dynamic Planner unveils 2020 plans at Annual Conference
28 January 2020: Dynamic Planner’s multi-million pound Elements upgrade programme is on track to deliver one system covering all financial planning needs for a firm. It includes; risk profiling and reviews, whole of market product, platform and DFM research, alongside independent investment research and an upgraded cash flow module. Firms will no longer need to […]
Dynamic Planner launches service for Decumulation Funds
24 January 2020: Dynamic Planner is set to launch a unique addition to the growing market for decumulation solutions, the Dynamic Planner Risk Managed Decumulation (RMD) Service. Advisers and ultimately their clients will soon be able to quickly and fairly compare decumulation investment solutions, helping guard against unwelcome surprises in future annual reviews. Chris Jones, […]
Dynamic Planner grows fund offering with addition of FE Investments portfolios
FE Investments – the investment arm of FE fundinfo – has partnered with Dynamic Planner to risk profile its four ranges of managed portfolios. Dynamic Planner will ensure the portfolios – called Hybrid, Responsibly Managed, Income and Mosaic – match the end investor’s agreed risk mandate to enable advisers to meet and exceed the regulator’s […]