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...

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