Investment Review Report

Read time: 3min 45sec Following the success of its Early Adopter Programme, unveiled earlier this year, Dynamic Planner Elements has launched to advice firms based across the UK. Designed in close partnership with advice firms for advice firms, Dynamic Planner Elements will fully support advisers in: Delivering better informed and more enjoyable client review meetings […]

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 […]