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 ...

Dynamic Planner’s Financial Happiness Index reached a two-year high in August as a result of steadier rates, falling oil ...

Dynamic Planner is launching a sustainable investing questionnaire to help advisers talk to clients about ESG factors and sustainability. Focus groups of advisers have helped the company devise the ...

Dynamic Planner has partnered with M&G Wealth to launch bulk valuation integration of funds and products. The platform firm said the partnership will “speed up the advice process” for advisers ...

Dynamic Planner's Financial Happiness Index, intended to act as a barometer based on the views of 4,000 people each month, ...

Dynamic Planner believes its new partnership with Salesforce will allow it to deliver financial planning "at scale". The software provider has partnered with US-based company Salesforce which provides ...

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 ...

Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space Get ahead of regulatory and technological ...