Dynamic Planner integrates with Curo
- Friday, 06 October 2023
- Articles
![Dynamic Planner's website](/media/k2/items/cache/dae1bb46d24672e0800633a1fd0589fd_Generic.jpg)
Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice.
Read more...Widows' platform links with Dynamic Planner and Voyant
- Tuesday, 19 September 2023
- Articles
![Scottish Widows Platform](/media/k2/items/cache/daa13e89dcb41c47b2449e4959c5b1e8_Generic.jpg)
The Scottish Widows Platform has added integration with two Financial Planning software providers: fintech Dynamic Planner and cashflow modelling software firm Voyant.
Read more...Dynamic Planner adds financial wellbeing questionnaire
- Monday, 19 June 2023
- Articles
![Dynamic Planner website](/media/k2/items/cache/d6a5c2fe09b4592f1a5411bcbbbe5711_Generic.jpg)
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.
Read more...Dynamic Planner offers free Consumer Duty guide
- Tuesday, 16 May 2023
- Articles
![Dynamic Planner web page](/media/k2/items/cache/61b3015aa96427071e53299f0e795276_Generic.jpg)
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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