Dynamic Planner launches AI-based ‘5 second’ client reports
An ‘early adopter programme’ was rolled out today, 12 February
Dynamic Planner
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SJP partners with Dynamic Planner on client risk profiling
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff
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Dynamic Planner rolls out client psychology tool
Developed by Dr Louis Williams, head of psychology and behavioural insights
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Dynamic Planner’s Chris Jones on capturing complexity
The government is channelling money towards UK companies but will investors be tempted? writes the chief proposition officer
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Dynamic Planner adds Omba MPS to risk ratings
Eight Omba portfolios are now profiled
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The importance of Big Data in financial advice
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
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Dynamic Planner’s Williams: The psychology behind investing and risk
Understanding how clients interpret past performance is a vital component of Consumer Duty
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Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
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Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
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Scottish Mortgage’s Ben James: Three headwinds turning into tailwinds for our portfolio
Why better times are coming for the trust
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Dynamic Planner rolls out app to help advisers with Consumer Duty and content
Available to financial planning firms in white labelled form
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Dynamic Planner launches single strategy fund mapping service
Sources single strategy fund holding data directly from fund providers