Mark Loosmore of AT8 Group looks at how financial planning stalwart Dynamic Planner is responding to new challengers in the market.
Dynamic Planner is one of the mainstream financial planning tools, established in 2003. It has a credible pedigree yet is not held back by legacy technology. However, it is coming up against new challenges as several new entrants come into the market. Ben Goss, managing director of Distribution Technology, gave us an update on how his company is performing and demonstrated the latest release of Dynamic Planner. Keeping up with the new kids Among the new breed, MoneyScope has a very nice, simple, cashflow planning tool while Voyant has a more sophisticated competitive offering. We...
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