Welcome to a special Dynamic Planner Support Hub page created for you! Here, find supporting content helping your firm put into practice what was covered at the Autumn Training Academy you attended. You can also read and download examples of the reports you can create for your clients in Dynamic Planner, alongside a brochure summarising the system. Quick reminder: if you did not complete a Feedback Form at the event, we’d really appreciate it if you had two free minutes. Find the Feedback Form here.
In order to access the resources below you will need to login to the Support Hub using your Dynamic Planner credentials. Simply login using this link (right click, or hold on a mobile device and open in new tab), login using your credentials, then navigate back to this page ensuring you keep the original tab active/open.
If you would like any further assistance with anything covered on this page, or have any additional feedback regarding the Training Academy you attended, please email trainingacademy@dynamicplanner.com.
