Dynamic Planner forges new fintech partnerships
- Tuesday, 28 May 2019
- Articles
Dynamic Planner, the digital risk profiling and asset allocation investment service, has announced the launch of three major new integrations with leading industry providers.
Read more...Dynamic Planner training spaces filling up fast
- Monday, 15 April 2019
- Articles
Spaces were said to be filling fast for Dynamic Planner’s Training Academies with some locations already full.
Read more...Dynamic Planner unveils new £5m fintech investment
- Thursday, 24 January 2019
- Articles
Digital risk profiling and investment service Dynamic Planner has unveiled a new £5m technology investment.
Read more...Walker Crips adds model portfolios to Dynamic Planner system
- Friday, 31 August 2018
- Articles
Walker Crips, which has a Financial Planning arm, has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform, enabling advisers to assess the long-term investment risks associated with the portfolios against their clients’ risk profiles.
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