Dynamic Planner launches 'one system' cashflow planning service

Launched today

Sophie King
clock • 1 min read

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 said the tool was easy to use and will calculate risk-based cash flows on a monthly basis, helping those who are in decumulation. The firm started by offering the tool to early adopters to test the waters and get their feedback. Attain Wealth Management director Gordon Crothers said the tool was brilliant as it models the level of risk within the portfolio and plan for the client: "By l...

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 Your profession

Andrew Goodwin: It's time for advisers to think differently about innovation

Andrew Goodwin: It's time for advisers to think differently about innovation

'Ours is still a profession that rightly places enormous emphasis on the human touch, relationships and trust'

Andrew Goodwin
clock 04 July 2025 • 4 min read
Altus' Holford urges advisers to reframe concept of advice gap

Altus' Holford urges advisers to reframe concept of advice gap

Traditional models of value, service and delivery are being challenged

Sahar Nazir
clock 04 July 2025 • 2 min read
PA Asks: Do you keep in touch with clients when on holiday?

PA Asks: Do you keep in touch with clients when on holiday?

Plus, targeted support worries and BDMs

Professional Adviser
clock 04 July 2025 • 1 min read