Press Release
Dynamic Planner now risk profiles F&C Investment Trust
Dynamic Planner, the UK’s leading risk based financial planning system, is now risk profiling the world’s oldest collective investment fund, F&C Investment Trust. Launched in 1868, F&C Investment Trust Plc is managed by Columbia Threadneedle Investments with Head of Asset Allocation (EMEA), Paul Niven, being the Trust’s Fund Manager. It is a constituent of the […]
Dynamic Planner announces integration with CURO from Time4Advice
Dynamic Planner, the UK’s leading risk based financial planning system, has announced a new integration with CURO from Time4Advice. Advisers using the integration will be able to move clients’ data and reports between CURO and Dynamic Planner efficiently and securely. Once in Dynamic Planner’s single system, all client information and valuation data will automatically pull […]
Scottish Widows Platform now live in Dynamic Planner
The Scottish Widows Platform is now live for valuations in Dynamic Planner, the UK’s leading risk based financial planning system. This new integration with the Scottish Widows Platform enables Dynamic Planner users to onboard and value new clients and existing clients in preparation for their client review or cashflow planning, and benefit from the new […]
PortfolioMetrix Core funds now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading risk based financial planning system, has again expanded its universe of risk profiled funds to include PortfolioMetrix’s three Core funds. New to Dynamic Planner, PortfolioMetrix is a discretionary investment manager which helps independent financial advisers to deliver expected outcomes for their clients. PortfolioMetrix builds portfolios that ‘fly in formation’, this […]
Dynamic Planner partners with M&G Wealth to help advice firms ahead of Consumer Duty implementation
Dynamic Planner, the UK’s leading risk based financial planning system, has partnered with M&G Wealth to launch bulk valuation integration. The partnership underlines Dynamic Planner’s commitment to expanding its ecosystem of integrated partners so that advice firms can enjoy the full benefits of integration, and at a critical point, when everything is about to be […]
Dynamic Planner launches Financial Wellbeing Questionnaire to meet requirements of Consumer Duty
Dynamic Planner, the UK’s leading risk-based wealth planning and financial advice system, is set to launch a Financial Wellbeing Questionnaire on Friday 16th June. It has been designed to enable advisers to identify vulnerability characteristics in line with Consumer Duty. Its development and creation has been led by Dynamic Planner’s Head of Psychology and Behavioural […]
Dynamic Planner launches latest Consumer Duty support as thinking shifts to delivery
Dynamic Planner has added to its range of Consumer Duty support to help advice firms take control of implementation. Advisers can now download a free guide which puts technology and Dynamic Planner at the heart of taking on all of the challenges thrown up by the imminent deadline for open products and services. Dynamic Planner […]
Dynamic Planner scoops ‘Best Technology Provider’ at Professional Adviser Awards
Dynamic Planner has been awarded ‘Best Technology Provider’ at this year’s Professional Adviser Awards. The award assessed how providers had demonstrated innovation in the last 12 months while putting their adviser clients front-of-mind throughout. Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said: “This week has marked Dynamic Planner’s 20th Anniversary, and to be […]
Women in financial advice lead the way, as the world marks International Women’s Day
In support of International Women’s Day, Dynamic Planner, the UK’s leading risk based financial planning system, has conducted further analysis of findings from its Spotlight Report to paint a picture of women today in the advice industry. Age Breakdown of Respondents of Spotlight Report While the number of men increases with age it is the […]
Dynamic Planner’s Goss: era of product sales over as industry embraces personal financial planning
Speaking at its 11th Annual Conference in the year which sees Dynamic Planner, the UK’s leading risk based financial planning system, mark its 20th anniversary, CEO Ben Goss said: “We founded Dynamic Planner almost 20 years ago today, and I am as excited now as I have ever been about the prospects for this industry […]