articles & commentary from Dynamic Planner

Dynamic Planner

Partner Webinar for Financial Advisers and Paraplanners - Webinar: Save time with new, two-way Dynamic Planner – iO integration

You can watch a demonstration of the new two-way integration between Dynamic Planner and Intelligent Office iO on Wednesday 17 April 10am. In it, you will learn how to import a client’s details from iO, risk profile a client in Dynamic Planner and make recommendations for an existing portfolio – all the time ensuring the client’s details in Dynamic Planner and iO remain seamlessly in sync. more...

Technology update for Financial advisers and Paraplanners - New Dynamic Planner and Intelligent Office Integration is Live

The new Dynamic Planner iO integration provides you with a seamless journey, removing manual exporting and importing steps from the process. It is available now in the iO store. more...

Technology news for Financial Advisers and Paraplanners - Dynamic Planner: Enrich your Fund Research with Improved Fund Performance Charting

The new fund performance tool allows you to compare up to 10 funds at a time for a selected time period. Past performance figures are provided for historic period, and the chart and the data can be exported to a simple, professional report. more...

Technology event for Financial Advisers & Paraplanners - Dynamic Planner: First Annual Conference in Manchester Wows Audience

Our first ever Annual Conference in Manchester proved to be a fantastic occasion at the award-winning Manchester Central. The day was supported brilliantly by a great audience of financial services professionals. more...

Technology news for Financial Advisers & Paraplanners - Dynamic Planner Announces £5m Tech Investment with Launch of Dynamic Planner Elements

Dynamic Planner, the UKís preferred digital risk profiling and asset allocation-led investment service announces a three year, £5m technology investment into the next generation of Dynamic Planner. more...

Technology update for advisers and paraplanners - Dynamic Planner: Time to Rebalance Traditional Multi-Asset Foundation

Investment in Physical Property has been a cornerstone for multi-asset solutions. However, investing in Physical Property through investments funds, which provide daily liquidity can cause liquidity mismatches. more...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner Strikes Deal With threesixty

The collaboration will allow threesixty clients who adopt Dynamic Planner to seamlessly access the threesixty approved suitability letters. In addition, where registered, they will also be able to select from threesixty approved funds list, alongside the whole of market investments advisers can select from in Dynamic Planner. more...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner: Definition of Risk Must be the Same from Investor to Investment, no Matter What Your Tool

The fundamental definition of risk being lost in translation in the investment process remains very real following this month’s Money Marketing survey results. more...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner puts Institutional Level Asset Analysis at Fingertips of Advice Firms

Dynamic Planner, the UK's preferred digital risk profiling and asset allocation investment service, has extended access to a level of precision and detail across 49 asset classes that has until now only been used by Dynamic Planner's Asset and Risk Modelling team (ARM). more...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner: Why recommend Risk Target Managed investments for clients?

Demand for Risk Target Managed (RTM) solutions was driven originally by the then FSA’s ‘Assessing Suitability’ paper published in March 2011. This set a key expectation that when your clients are risk profiled, the investment recommendation is profiled on a consistent basis, both at the time of initial advice and as part of your ongoing service. more...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner partners with Panacea to help inform community

Dynamic Planner has teamed up with Panacea Adviser to help keep sector professionals informed with key industry insight and developments. more...