client reports

Dynamic Planner launches AI-based ‘5 second’ client reports

An ‘early adopter programme’ was rolled out today, 12 February

February 12, 2025

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PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

client reports

Dynamic Planner launches AI-based ‘5 second’ client reports