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 ...

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 ...

Dynamic Planner has become the first firm to go live with Standard Life’s bulk valuation service. The integration also builds on Standard Life’s direct valuation service for advisers. The new service ...

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 ...

AI and technology are words on every advisers’ lips but for Rowan Whittington, who joined Dynamic Planner in 2024 as growth director for its white-labelled financial planning app Tram, the “whizzy ...