Dynamic Planner partners with Quilter Financial Planning
- Wednesday, 18 January 2023
- Articles
Financial Planning software firm Dynamic Planner has tied up up a deal which will see its system used by Quilter Financial Planning advisers.
Read more...Dynamic Planner hires tech guru as new chair
- Thursday, 12 January 2023
- Articles
Financial Planning software firm Dynamic Planner has appointed Michael Whitfield as its new chair following a major private equity investment last year.
Read more...3 in 4 Planners report client numbers growing
- Monday, 19 December 2022
- Articles
Three in four Financial Planners are serving more clients than they were three years ago.
Read more...Private equity firm FPE invests in Dynamic Planner
- Thursday, 14 July 2022
- Articles
Private equity firm FPE Capital is to pump an undisclosed sum into Financial Planning fintech Dynamic Planner to help accelerate growth.
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