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It has only been a few weeks since our last Updates post – but, already, Dynamic Planner is looking a little different! First, as you may have seen in the industry press and across on our blog, we have launched a new range of multi asset indexes in partnership with MSCI. Currently, investors and advisers […]

Particularly at this time of year, we all know what a lifesaver it can feel like to have someone we know and trust to turn to if we are struggling with a problem. It can be such a relief to receive good support and advice, and simply have someone who listens and who understands. It […]

Dynamic Planner has launched a new range of Multi-Asset Indexes in partnership with MSCI – to transform the ability of investors and advisers to compare and understand the performance and risk profiles of funds and portfolios. Currently, investors and advisers are faced with a multitude of benchmarks self-selected by fund managers. The absence of a […]

Demonstrating the real value you add, as a professional advice firm, to clients is naturally something you are consistently keen to achieve. As their portfolios grow under your management, so do the fees they pay you. There are many ways in which you and your firm can and will successfully already do that. Professional, personalised […]

The November update from Dynamic Planners’ very own, Joshua Knight

Risk Profiling “Dynamic Planner’s Risk Profiling process works well,” said Dean Mullaly, of Mark Dean Wealth Management in London. “Yes, it’s longer than others, but I think it needs to be, in this day and age. It is good because it assesses also a client’s investor experience and their capacity for loss, so it gives […]

We are passionate that the reports that Dynamic Planner helps you create, show you in the best possible light with clients. As such, we’ve made a number of small improvements, which are all live now, to the formatting, layout and wording of the Client Review report to help ensure that you generate a report you […]

Over the past few weeks at Dynamic Planner, we have been working to make the Client Review process smoother and more engaging for your clients. Resuming report editing The review report editing process has been updated, allowing you to resume a previous session where you last left off. For example, now you can configure and […]

Read time: 1min 45sec It’s been a busy month following the launch of Dynamic Planner Elements and our new Client Review process. We’ve received a lot of great feedback based on your first few reports and we’re continuing to make improvements and enhancements to the process moving forward. You might notice that changes occur more […]

Read time: 5min It’s good to get out of the office occasionally. Get out of yourself. Away from the often never-ending distractions of work, the job – the business. It’s an opportunity to break out of your routine briefly and take a different route first thing in the morning. Meet some new faces; finally put […]