Dynamic Planner

Ratings, Research & Risk

Dynamic Planner unveils trio of partnerships with providers

Intelligent Office, Royal London and VitalityInvest

clock 28 May 2019 • 1 min read

Multi-Asset

Jim Henning: A meaningful evaluation of multi-asset income portfolios

Illuminating exercise

clock 17 April 2019 • 4 min read

Ratings, Research & Risk

Adam Higgs: What should you look for in a risk-profiling tool?

Adviser tech review

clock 18 March 2019 • 4 min read

Your profession

Dynamic Planner unveils 'most comprehensive' Intelliflo integration

API to API collaboration

clock 06 February 2019 • 1 min read

Technology

Dynamic Planner to spend £5m on next-generation software for advisers

To 'future-proof advice firms'

clock 24 January 2019 • 1 min read

Managed solutions

Chris Jones: Managing great expectations

Risk-profiling tools

clock 06 December 2018 • 5 min read

Your profession

Threesixty clients offered bespoke Dynamic Planner service

Offered to 900 client firms

clock 28 November 2018 • 1 min read

Managed solutions

Walker Crips adds model portfolios to Dynamic Planner

11 portfolios added

clock 29 August 2018 • 1 min read

People

Dynamic Planner appoints business development sales director

Former AXA Wealth Self Investor managing director

clock 24 July 2018 • 1 min read

People

Former senior Intrinsic player joins Dynamic Planner

25 years' industry experience

clock 16 July 2018 • 1 min read