Dynamic Planner is set to launch its upgrade programme Elements to adviser firms UK-wide on Thursday 6 June.
Speaking on the upgrade, Dynamic Planner CEO Ben Goss (pictured) said there were three elements that inspired the upgrade; consumer protection, ageing population and ever-changing technology. He said the upgrades should help advisers reduce the time they spend on client reviews from hours to minutes, adding: "The feedback we have had from firms since January is that nothing else comes close to Dynamic Planner Elements in delivering what's needed to provide a great ongoing service for clients." Dynamic Planner to spend £5m on next-generation software for advisers As the FCA places ...
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