Dynamic Planner, the UK’s leading digital advice platform, has analysed the data from 9000 Financial Wellbeing and Attitude to Risk Questionnaires*, to reveal ...

Dynamic Planner serves almost 40% of wealth advice firms and over 150 asset managers Christophe Ponette was appointed as Dynamic Planner’s European managing director earlier this year to lead the ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Advisers using the new integration will be able to seamlessly transfer ...

Dynamic Planner chief executive officer Ben Goss said 10 years on from the ban of commission, it is finally the end of an era for product sales. Speaking at its 11th annual conference today (February ...

Joining us to do so is by Rowan Whittington, Chief Product Officer at Dynamic Planner. Rowan sits on the Senior Leadership Team and leads on new and emerging ...

Dynamic Planner has launched its financial planning system across the continent, starting with France, Germany, Italy, Spain and Belgium. As of today (March 22), the software provider is available for ...

Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Welcome to Finextra. We use cookies to help us to deliver our services. You may change ...