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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 […]

Over the past few months, Dynamic Planner has been working closely with Intelliflo to provide an enhanced integration between Dynamic Planner and Intelligent Office (iO). The result is a simple and fast integration, and one of 21 Dynamic Planner has with leading back-office systems, platforms and providers – all dedicated to helping your financial advice […]

The Portfolio Suitability Hub in Dynamic Planner allows you to conduct whole of market fund research for OEICs, Unit Trusts, Investment Trusts, ETFs, Life & Pension funds and DFM portfolios. Dynamic Planner provides a number of filters to help you refine fund selection, based on data it collects as part of its Fund Risk Profiling […]

Back in October, we extended the range of asset classes covered by Dynamic Planner, giving you access to unprecedented precision in the risk analysis performed on your client’s current and recommended portfolios. We have updated the recommendations section in Dynamic Planner to help you see the additional data available to you when constructing a portfolio. […]

Today we are releasing some powerful changes to Dynamic Planner’s Asset and Risk Model. We are updating Dynamic Planner to use more granular asset allocation data for funds, with the objective of providing enhanced precision of risk analysis. This enhancement is enabled by incorporating the additional analysis conducted by our Asset and Risk Modelling (ARM) […]

Our May release has just gone live, with the main thrust of work being around our preparations for the General Data Protection Regulation, coming into effect on the 25th May 2018. You’ll have noticed that we, like almost every other company in the world it seems, have updated our terms and conditions – you’ll be […]

The April release of Dynamic Planner is now live for all our users to access, incorporating changes to tax rates and bands for the 2018/19 tax year. Budget updates, each year we update Dynamic Planners forecasts and analysis to take account of changes for the new financial year. This means, for example, that the lifetime […]

At the Dynamic Planner Annual Conference at the end of January, reviewing clients’ portfolios to ensure ongoing suitability was high on the agenda. In a poll of delegates, 42% said they spent half a day or more preparing for a client’s annual investment review. It’s probably true to say that most firms were still assessing […]

The Markets in Financial Instruments Directive (MIFID) is the framework of the European Union (EU) legislation which regulates, among others, financial advisers providing investment and pensions advice in the UK. Since 3 January 2018, MIFID II has been in force, with the FCA having updated its regulatory handbooks in line with the new directive. Below […]

Last week, we released the latest changes to Dynamic Planner as part of our series of monthly enhancements. We have updated the forecast to show the client the effect of not investing their money. The ‘Not invested’ column helps clients visualise the impact that inflation would have on their portfolio over 20 years. We include […]