Press Release

Read time: 3min There is a perfect storm of three mega-trends currently impacting the world of financial services. Together, they create both challenges and opportunities for advice firms and the companies that serve them, as the bar is raised for the industry like never before.   Trend #1: Growing desire for consumer protection Consumer protection […]

Read time: 3min 45sec Following the success of its Early Adopter Programme, unveiled earlier this year, Dynamic Planner Elements has launched to advice firms based across the UK. Designed in close partnership with advice firms for advice firms, Dynamic Planner Elements will fully support advisers in: Delivering better informed and more enjoyable client review meetings […]

Dynamic Planner has been selected as the best by award-winning financial adviser group Tenet to provide its members with risk profiling and asset allocation investment processes.  All Tenet appointed representatives and directly authorised clients of TenetSelect will be able to use Dynamic Planner to risk profile their clients, enjoy full, two-way integration with Intelligent Office […]

Notice for SimplyBiz members: SimplyBiz members will no longer have access to Dynamic Planner from 22 May 2019. Dynamic Planner is committed to providing continued access to those firms who rely on its service to drive their firm. To contact Dynamic Planner and discuss your options please complete this form     

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation-led investment service, today announces a three year, £5m technology investment into the next generation of Dynamic Planner – ‘Dynamic Planner Elements’. Dynamic Planner Elements will future-proof advice firms in an increasingly demanding and technology driven investment planning market Early adopter programme available for Annual […]

Dynamic Planner’s CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry. Advisers won’t need a crystal ball to know that 2019 is likely to start in a more challenging place for them and for their clients than 2018 did, but the advice industry earns […]

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has struck a deal with compliance support provider threesixty services to offer its clients a bespoke version of Dynamic Planner. threesixty’s 900 client firms to be offered bespoke version of Dynamic Planner The collaboration will allow threesixty clients who adopt Dynamic Planner […]

Advisers are increasingly recommending Risk Target Managed (RTM) solutions, with latest figures from Dynamic Planner revealing an increase of 15 per cent year on year.* Recommendations of Premium and Select-rated funds in Dynamic Planner have also increased by 30 per cent year on year. Recommendations up by 15 per cent and 30 per cent year […]

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, is to expand its Dynamic Planner Annual Conference by staging two flagship events for the first time in 2019. Two events to be held in Manchester Central and London IET ‘Transform The Way Clients See You’ free for financial services professionals Registration […]

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has extended access to a level of precision and detail across 49 asset classes that has until now only been used by Dynamic Planner’s Asset and Risk Modelling team (ARM). Wider spectrum of 49 asset classes introduced today Supports enhanced risk profiling […]