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 ...

Dynamic Planner has partnered with M&G Wealth to launch bulk valuation integration of funds and products. The platform firm said the partnership will “speed up the advice process” for advisers ...

Dynamic Planner has become the first financial advice firm to go live with Standard Life’s bulk valuation service.

Dynamic Planner believes its new partnership with Salesforce will allow it to deliver financial planning "at scale". The software provider has partnered with US-based company Salesforce which provides ...

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 ...

Maybe the global economy, like Terry Pratchett’s Discworld, is held by four giant elephants standing on the back of a ...

Dynamic Planner has launched a £5m investment programme to upgrade its technology over the course of the next three years. The risk profiling business will invest the money in creating the third ...

Dynamic Planner, the UK’s leading digital advice platform, is the inaugural integration partner for Standard Life’s bulk ...