Dynamic Planner launches agentic upgrade to its Digital Advice Platform
First-of-its-kind study of 659 advice firms over 19 months shows highest-performing firms increased clients served per adviser by 41%, while increasing or maintaining client Financial Happiness scores Agentic upgrade builds on Dynamic Planner’s established Digital Advice Platform, combining accurate data, trusted models and insights, proven workflows and Advice-grade AI™ New brand identity and company […]
Dynamic Planner and Plannr connect client data with the wider digital advice journey
Dynamic Planner, the UK’s leading AI-powered digital advice platform, has launched an integration with Plannr, connecting client records with Dynamic Planner’s trusted data, deterministic analysis and advice workflows. The companies have a long-term agreement, with further integrations planned. The initial integration enables client information held in Plannr to flow into Dynamic Planner, while risk results […]
August Market update – the AI trade wobbles and bonds offer no shelter
(Chart 1) It was a tough month for Dynamic Planner benchmark portfolios. Returns ranged from -1.2% (Dynamic Planner 4) to -2.6% (Dynamic Planner 7) (Chart 1), with higher-risk portfolios bearing the brunt of a broad-based equity and fixed-income selloff. The pattern was clear: risk assets suffered, defensive positioning paid. Geopolitical shock dominates The shift came […]