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 updates launched today, after a year in development. The upgrades would allow advisers to demonstrate their value through "life-style magazine quality reporting", it added - meeting MiFID II requirements and reducing the time taken to complete reviews "from hours to minutes". The 6,500 or so advisers who use the company's technology will see more updates from the £5m programme over th...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
