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 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 ...

Dynamic Planner has appointed Melinda Lovell as enterprise development director. She will work closely with the UK’s private banks, wealth managers and large financial planning groups. Lovell will ...

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

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 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 ...