Service
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 […]
Dynamic Planner launches Single Strategy Mapped Service
Dynamic Planner, the UK’s leading digital financial planning and advice platform, has launched a pioneering approach to single strategy fund mapping. Available from today, Dynamic Planner’s Single Strategy Mapped Service is designed to assist the advice industry in making the most accurately informed decisions when it comes to single strategy fund selection. The Single Strategy Mapped […]
Low code integrations with Dynamic Planner – A simple, new path to greater efficiency
A new low code integration platform now enables your firm to integrate Dynamic Planner with other systems you use to manage your client relationships. Compared to Open API, low code integration provides an even simpler way to integrate technology, managing much of the complexity of mapping your client data. What does it do? Initially, Dynamic […]
Regulation 2023’s ‘No 1 headache’ but 9 in 10 firms confident Consumer Duty outcomes met, reveals Spotlight Report
In what has been a challenging year from both an economic and regulatory perspective, resilient advice firms are embracing change and looking to the future, reveals new research from Dynamic Planner, the UK’s leading risk based financial planning system. Published today, Dynamic Planner’s third annual Spotlight Report ‘Resilient and Embracing Opportunity: The financial advice landscape […]
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 […]
Dynamic Planner launches Product and Platform Research
Dynamic Planner has launched Product and Platform Research, ‘fit for the future tech’ which gives advisers the ability to research investment and retirement products, whilst meeting the evolving needs of clients and regulation. Part of Dynamic Planner as standard, Product and Platform Research is available to Dynamic Planner users from today and comes with all […]
Supercharge your advice process – 5 ways to maximise use of new Client Access
It has been a busy spring at Dynamic Planner. We have several, exciting new product features to help make your advice process even more efficient and engaging for your clients.
Dynamic Planner Updates – December 2021
Document store, relationship management, intelliflo office integration and “are you sure”? Read more in our December updates
Dynamic Planner Updates – July 2021
It’s been a busy few months here as the team have been working hard to complete a number of exciting updates and enhancements. Firstly, we’ve added a number of features to our Cash flow tool. Building on the goals feature we released in May, we’ve added a number of new visualisation options to help you […]