Dynamic Planner integrates with Curo

Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice.


Widows' platform links with Dynamic Planner and Voyant

The Scottish Widows Platform has added integration with two Financial Planning software providers: fintech Dynamic Planner and cashflow modelling software firm Voyant.


Dynamic Planner adds financial wellbeing questionnaire

Financial Planning fintech Dynamic Planner has launched a financial wellbeing questionnaire enabling advisers to identify client vulnerability characteristics in compliance with the forthcoming Consumer Duty.


Dynamic Planner offers free Consumer Duty guide

Financial Planning fintech Dynamic Planner has boosted its range of Consumer Duty support to help advice firms take control of implementation.

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