Fund and Asset Managers

Learn more about the risk profiling services that Dynamic Planner offer, to help support your funds.

Insight and Opinion into Financial Planning Matters

April 2018 Dynamic Planner Updates

Josh Knight 10 April 2018

The April release of Dynamic Planner is now live for all our users to access, incorporating changes to tax rates and bands for the 2018/19 tax year....

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Topics: Dynamic Planner, Product Update

Dynamic Planner March Release

Josh Knight 08 March 2018

Last week, we released the latest changes to Dynamic Planner as part of our series of monthly enhancements....

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Topics: Report, Product Update, Risk Profiling, Updates

February Dynamic Planner Update

Josh Knight 07 February 2018

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Topics: Product Update

Dynamic Planner January 2018 Updates

Josh Knight 12 January 2018

Happy new year to all our users! 2018 is already off to a flying start here, with the first update to Dynamic Planner already completed. Following the updates we made to the Risk Profile Report in November 2017, in our January release we have made improvements the following reports:...

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Topics: Product Update

Dynamic Planner: Updates to Risk Profiling Report

Josh Knight 13 November 2017

The latest release of Dynamic Planner is now live. This release sees the much-anticipated updates to the risk profiling report. Many of our users have provided feedback and suggestions as we’ve been through the process of improving one of our most used reports....

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Topics: Report, Dynamic Planner, Product Update, Risk Profiling, Updates

  

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