Dynamic Planner to spend £5m on next-generation software for advisers

To 'future-proof advice firms'

Tom Ellis
clock • 1 min read

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

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Technology

Carlyle emerges as buyer in Intelliflo takeover deal – report

Carlyle emerges as buyer in Intelliflo takeover deal – report

Private equity group Carlyle secures ownership of Intelliflo

Sahar Nazir
clock 20 August 2025 • 3 min read
As advisers are zigging to AI, how do you zag?

As advisers are zigging to AI, how do you zag?

'Be visible. Be local. Be helpful before you’re needed'

Harry Webster
clock 14 August 2025 • 4 min read
AI in financial services: Hype, hope, or a bit of both?

AI in financial services: Hype, hope, or a bit of both?

'It's important to maintain a healthy dose of scepticism and here's why...'

Doug Boyce
clock 06 August 2025 • 4 min read