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 ...

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 ...

By Abhi Chatterjee, chief investment strategist at Dynamic Planner. The Oracle at Delphi never lied. Apollo’s priestess, the Pythia, delivered her pronouncements in verse: obliq ...

Diversity and inclusion in financial services has become a pressing issue in recent years, and people are starting to take it seriously. Ben Goss, co-founder of Dynamic Planner, the company that ...

Dynamic Planner has added a wealth of sustainable investing fund research to its tools in a bid to help advisers match clients to suitable portfolios. Advisers using the risk profiling business now ...

Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Welcome to Finextra. We use cookies to help us to deliver our services. You may change ...