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 has become the first firm to go live with Standard Life’s bulk valuation service. The integration also builds on Standard Life’s direct valuation service for advisers. The new service ...

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 ...

For much of the past year at Dynamic Planner we’ve been working on an upgraded version of our cash flow module. As a result I’ve found myself going back to some of the financial planning books that ...