reporting

Dynamic Planner rolls out DFM reports service for advisers

Performance for over 900 DFM MPS currently risk profiled has been added

May 2, 2024

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Published by MA Financial Media Ltd (part of Mark Allen),
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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.

reporting

Dynamic Planner rolls out DFM reports service for advisers