Dynamic Planner, the UK’s leading digital advice platform, has unveiled a series of technology advancements at its ‘Pioneering Tomorrow’s Technology’ conference today (12 February). The firm’s 2025 ...

Digital advice platform Dynamic Planner has become the first in its sector to achieve the ISO/IEC 42001:2023 AI Management Systems certification, signalling a significant move to formalise its AI ...

Dynamic Planner has launched a £5m investment programme to upgrade its technology over the course of the next three years. The risk profiling business will invest the money in creating the third ...

The continuously evolving nature of macroeconomic activity, most especially government revenue and expenditure policies, which affect banking markets, extends the need for planning from a static ...

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 ...

Risk profiler Dynamic Planner has launched a series of 10 risk-targeted benchmarks to help advisers compare the performance of portfolios for the risk they are taking. The company has teamed up with ...