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 ...

Artificial intelligence will become a “partner” to advice firms with the rise of agentic AI, according to Ben Goss, chief executive of Dynamic Planner. Looking ahead to 2026, Goss felt the next phase ...

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 ...