Dynamic Planner has been awarded ‘Best Technology Provider’ at this year’s Professional Adviser Awards. The award assessed how providers had demonstrated innovation in the last 12 months while putting their adviser clients front-of-mind throughout.
Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said: “This week has marked Dynamic Planner’s 20th Anniversary, and to be recognised as Best Technology Provider at Professional Adviser’s Awards is a fitting accolade.
“Over the past 20 years we have built trusted relationships with our clients, always putting them at the heart of what we do, and partnering with them to develop Dynamic Planner into what it is in 2023.
“Today over 1 million people are actively advised using Dynamic Planner, more than 40% of UK investment advice firms use Dynamic Planner and more than 150 asset managers have their assets certified or targeted with us, over £250 billion. Our winning streak of awards over the past few years is testament to this.
“We are incredibly proud to be recognised for the innovative technology that our team has created. Whether it’s our award-winning Cash flow, our Product and Platform Research, our Risk Profiling built on in-house behavioural psychology expertise, or Target Markets, designed to help firms meet the requirements of Consumer Duty, our one system delivers everything our clients need.”