Dynamic Planner forges new fintech partnerships

Dynamic Planner, the digital risk profiling and asset allocation investment service, has announced the launch of three major new integrations with leading industry providers.


Dynamic Planner training spaces filling up fast

Spaces were said to be filling fast for Dynamic Planner’s Training Academies with some locations already full. 


Dynamic Planner unveils new £5m fintech investment

Digital risk profiling and investment service Dynamic Planner has unveiled a new £5m technology investment.


Walker Crips adds model portfolios to Dynamic Planner system

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.

 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details: