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Dynamic Planner puts Institutional Level Asset Analysis at Fingertips of Advice Firms

Technology update for Financial Advisers and Paraplanners

26 Nov 2018

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).

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