Press Release
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 […]
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 […]
Dynamic Planner sees number of reports surge to over 100,000 a month in June as Consumer Duty anniversary nears
Dynamic Planner, the UK’s leading risk based financial planning system, has analysed the data* of the 40% of the UK advice market it serves ahead of the anniversary of Consumer Duty. In the past 12 months, Dynamic Planner has seen exponential growth in usage as its technology is increasingly adopted and utilised to solve the […]
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 boosts DFM research capabilities
Dynamic Planner, the UK’s leading risk based financial planning system, has added a new level of granularity to researching and reviewing the performance of DFM model portfolios. As part of Dynamic Planner’s continued expansion of its in Research capability, past performance for over 900 DFM MPS solutions currently risk profiled has been added and Dynamic […]
We’ve built the digital future of financial planning, for the advice industry to use today
Published 5th March Speaking to over 700 financial planning professionals at the 12th annual Conference for Dynamic Planner, the UK’s leading digital financial planning and advice platform, CEO Ben Goss said: “We live in the most extraordinary of times, the speed of change is unprecedented, and technology is driving this transformation. “In the advice industry, […]
Dynamic Planner to launch Tram – a brand new digital customer engagement app for the financial planning industry.
Dynamic Planner, the UK’s leading risk-based financial planning system, has launched ‘Tram’, a brand-new digital engagement app white labelled to financial planning organisations and designed to keep customers engaged with their financial plan like never before. Powered by Dynamic Planner, Tram – keeping your financial plan on track – does the following: Helps firms meet […]
Dynamic Planner strengthens data analytics expertise to support development of data and analytics services
Dynamic Planner, the UK’s leading digital financial planning and advice platform, has boosted its data analytics offering with two Data Engineer appointments. Saranya Vadrevu and Rohan Nandi have joined Dynamic Planner’s Data and Analytics Team led by Business Intelligence Manager, Abhishek Vethanayagam. Together they will drive data-led decision making and provide advanced analytics solutions across […]
Registrations now open for 12th annual Dynamic Planner Conference
Dynamic Planner, the UK’s leading risk based financial planning system has opened registrations for its 12th annual Conference on 5th March at 22 Bishopsgate in the City of London. This year’s ‘Scaling Success’ themed event, will see hundreds of financial planning professionals attend to hear how they can scale advice businesses through leading, end-to-end technology; […]