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“The Elements programme is a key part of our strategy to scale our position as firms’ number-one service for ensuring investment suitability."
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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