Dynamic Planner serves almost 40% of wealth advice firms and over 150 asset managers Christophe Ponette was appointed as Dynamic Planner’s European managing director earlier this year to lead the ...

Joining us to do so is by Rowan Whittington, Chief Product Officer at Dynamic Planner. Rowan sits on the Senior Leadership Team and leads on new and emerging ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Advisers using the new integration will be able to seamlessly transfer ...

New artificial intelligence tools could help could help address the advice industry’s “achilles heel”, Dynamic Planner has said. Dynamic Planner has announced a new batch of AI tools which it claims ...

Dynamic Planner has outlined its vision for closing the advice gap, unveiling a series of artificial intelligence, digital engagement and data upgrades designed to reduce the cost of delivering advice ...

Many advice firms are already reaping the benefits of automation. Processes that once took hours, such as the annual client review, are down to just minutes.

Dynamic Planner chief executive officer Ben Goss said 10 years on from the ban of commission, it is finally the end of an era for product sales. Speaking at its 11th annual conference today (February ...

Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Welcome to Finextra. We use cookies to help us to deliver our services. You may change ...