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

Josh Knight

Joshua is Product Manager at Dynamic Planner.

Recent Posts

Who’s ready for the new data protection rules? Gee, DP are.

Josh Knight 04 May 2018

Our May release has just gone live, with the main thrust of work being around our preparations for the General Data Protection Regulation, coming into effect on the 25th May 2018. You’ll have noticed that we, like almost every other company in the world it seems, have updated our terms and conditions – you’ll be asked to accept these when you sign in each time they change, giving you better visibility of what’s different. The new Cofunds valuation service will go live later this month, re-introducing support for valuations on Cofunds ...

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Topics: Dynamic Planner, Product Update

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 December 2017 Updates

Josh Knight 12 December 2017

The December release of Dynamic Planner is now live. There are not many changes which you will notice directly, as most of the work this release has been behind the scenes, keeping Dynamic Planner running smoothly....

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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

58:58 - Using digital to shift client age

Josh Knight 27 April 2017

A survey in 2015 of over 600 advisers by Vision Business Advisers highlighted that the average age of a UK financial adviser was 58. Perhaps unsurprisingly, this is mirrored in the average age of their clients. Looking at data from the Q2 2016 Dynamic Planner Intelligence Report, the distribution of client ages shows a strong constituent from the Baby Boomer generation, also with an average age of 58....

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Topics: bensblog


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