Dynamic Planner partners with Quilter Financial Planning

Financial Planning software firm Dynamic Planner has tied up up a deal which will see its system used by Quilter Financial Planning advisers.


Dynamic Planner hires tech guru as new chair  

Financial Planning software firm Dynamic Planner has appointed Michael Whitfield as its new chair following a major private equity investment last year.


3 in 4 Planners report client numbers growing

Three in four Financial Planners are serving more clients than they were three years ago.


Private equity firm FPE invests in Dynamic Planner

Private equity firm FPE Capital is to pump an undisclosed sum into Financial Planning fintech Dynamic Planner to help accelerate growth.

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