Dynamic Planner launches new cashflow tool
- Tuesday, 03 November 2020
- Articles
![Dynamic Planner Cashflow Screenshot](/media/k2/items/cache/5cc9024aedf04daf3ea5d1ba56c075ee_Generic.jpg)
Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool.
Read more...Dynamic Planner adds investment trusts to risk profiler
- Friday, 14 August 2020
- Articles
![Dynamic Planner's website](/media/k2/items/cache/1f0be81c17bc550c5e9d7d1486b23477_Generic.jpg)
Dynamic Planner has expanded its risk profiling service to include investment trusts.
Read more...4 in 10 professionals using video for new business
- Wednesday, 22 July 2020
- Articles
![More are using video calling for new business](/media/k2/items/cache/39412ea04c1639e8436118202a4935e9_Generic.jpg)
Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.
Read more...Guest Column: 4 ways to help clients cope with volatility
- Wednesday, 15 July 2020
- Comment
![Louis Williams of Dynamic Planner](/media/k2/items/cache/1b326bb1675bcc5a3adbcd43ccb7a959_Generic.jpg)
Financial Planners who have built strong relationships with clients will have seen predictable reactions to recent market movements - but what if we could better predict and understand emotional reactions and investment intentions during these challenging times?
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