Dynamic Planner to spend £5m on next-generation software for advisers
To 'future-proof advice firms'
Risk-profiling and asset allocation-led investment service firm Dynamic Planner has revealed it is spending £5m, over a three-year period, on upgrading its software for advisers.
Unveiling the developments at the Manchester leg of its annual conference this morning (24 January), Dynamic Planner said the first release of the 'Elements' programme would see the client review process...
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