03 November 2020
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Dynamic Planner said the tool is easy to use and will calculate risk-based cash flows on a monthly basis, helping those who are in decumulation.
Dynamic Planner has launched a 'one system' cashflow planning services enabling advisers to use a single system with their risk profiler.
The Dynamic Planner Cash flow, launched today (3 November), will allow clients to link their portfolio's risk profile to their cashflow plan, avoiding having to input information manually. Dynamic Planner...
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