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

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:...

Read More

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....

Read More

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

  

Sign Up to Receive Updates

 

Download our free guide

Download