Dynamic Planner to launch 'Elements' upgrades to advice firms UK-wide

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 ...