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Dynamic Planner Update – February 2018
Fresh off the back of our 6th Dynamic Planner Annual Conference, we have released the February changes to Dynamic Planner. This release sees some important changes to Dynamic Planner’s risk profiling process, along with more improvements to our reports. Risk Profiling enhancements We have made a number of improvements to the risk profiling process. Firstly, […]
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Dynamic Planner Update – January 2018
Happy new year to all our users! 2018 is already off to a flying start here, with the first update to Dynamic Planner already completed. Following the updates we made to the Risk Profile Report in November 2017, in our January release we have made improvements the following reports. Asset Allocation Report Valuations Report Investment […]