@DynamicPlanner
Joined November 2010
  • Tweets2.8K
  • Following2.3K
  • Followers2K
1.5KMedia
Join us on the latest episode of the Money Marketing Podcast as we dissect the implications of the Spring Budget 2024 with special guest Chris Jones from @DynamicPlanner. Analysing its key measures and implications for the financial landscape. moneymarketing.co.uk/podcast… #Budget2024
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Financial Reporter@F_Reporter5 Mar 2024
Dynamic Planner has announced the launch of a new white-labelled digital engagement app to help advisers keep customers engaged with their financial plan. @DynamicPlanner financialreporter.co.uk/new-…

New customer engagement app 'puts advisers in their clients' pockets'

'Tram' aims to help firms meet the needs of Consumer Duty and deliver ongoing value to support their ongoing service and fees.

financialreporter.co.uk
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Dynamic Planner retweeted
Ian McKenna@ianmckennaftrc5 Mar 2024
Mobile first advice & planning lead based on accurate data with automated analysis here is the #Roadmap for #Tram from @DynamicPlanner putting a #FinancialPlan in your clients pocket #AdviceTech #ScalingSuccess
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We’re at @DynamicPlanner ‘Scaling Success’ Conference special thanks to @bengoss our board member for inviting us. Come and see us for partnering and volunteering opportunities
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Ian McKenna@ianmckennaftrc5 Mar 2024
Great examples from @bengoss of how firms using @DynamicPlanner can dramatically improve their #efficiency, #productivity & #AUM which must lead to #Profitability #ScalingSuccess
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TechStack ® LIVE 🤝 @DynamicPlanner We're delighted to announce that sponsoring Tech Stack ® LIVE in March will be our friends at Dynamic Planner 🙌 Thank you for your support! Get tickets here 👉 tinyurl.com/3zrss6e3
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Dynamic Planner retweeted
IFA Magazine
@IFAMagazine19 Sep 2023
Replying to @IFAMagazine @DynamicPlanner
Ross Easton, Head of Platform Propositions at @embark_group said: “We’re pleased to have seamlessly integrated Dynamic Planner with the Scottish Widows Platform. This delivers against our aim to be the most connected platform in the market, Scottish Widows Platform now has bulk valuation coverage with the significant majority of UK CRMs.”
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🏆 The results of the Best Use of Technology in the Investment Life & Pensions Sector Commended: @DynamicPlanner Highly Commended: @TruePotential_ And the winner is…@santanderuk! 🎉 🏆 #ILPAwards
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PIMFA@PIMFA_UK5 Jul 2023
The cost of living crisis & Consumer Duty highlight the need to identify your clients vulnerabilities. How can you do this? @DynamicPlanner have written an article to our Journal which looks into this pimfa.cc/jlsPp 👀 Read our Journal in full pimfa.cc/VteWq
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In Conversation With… Yasmina Siadatan, sales and marketing director, Dynamic Planner moneymarketing.co.uk/podcast…
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PANEL NUMBER 2 ANNOUNCED! 🔥 Our next #SUPERNOVA23 Panel in Manchester on 16th June is on the topic of Financial Psychology 🧠 Including: - @danhaylett - @marthalawton - Louis Williams from @DynamicPlanner - Mark Akeroyd from @Lumiant_io Who's excited?! 👋
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Replying to @DynamicPlanner
@DynamicPlanner has launched new Consumer Duty support to help advice firms ahead of the looming implementation date professionalparaplanner.co.u…
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Dynamic Planner retweeted
Chris Davies@ChrisatMOUK7 Feb 2023
Impressive presentation @DynamicPlanner by @bengoss grt new intuitive features across risk profiling cash flow and suitability reports - congratulations 👏🏼 #dynamicplanner
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Dynamic Planner retweeted
Jane Newman@janenewmanfp7 Feb 2023
Today we are at the @DynamicPlanner Annual Conference, London. We will learn how to embrace change and opportunity, ‘The Power of Now’. How #technology can enable innovation, power productivity & sharpen focus on clients and the outcomes and value we provide. #DynamicPlanner2023
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As the nights draw in and the days grow colder, many investors will feel glad we are nearing the end of what has been a white-knuckle year on the markets. @bengoss @DynamicPlanner portfolio-adviser.com/ben-go…
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Dynamic Planner 2022 Spotlight Report reveals 75% of advice firms servicing more clients than in 2019 buff.ly/3HALLxW
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Dynamic Planner retweeted
IFA Magazine
@IFAMagazine14 Dec 2022
Dynamic Planner’s 2022 Spotlight Report finds advisers embrace productivity dividends uncovered by the pandemic to bring financial planning to more people. ifamagazine.com/?p=422041
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Origo_Services
@Origo_Services8 Dec 2022
We welcomed @DynamicPlanner to Origo Integration Hub earlier this year. The partnership is helping them to create greater efficiencies with even more platforms for processing of bulk valuations. Hear what Yasmina Siadatan of Dynamic Planner said: buff.ly/3VTaMso
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Julian Marr talks with @dynamicplanner chief executive @bengoss about the potential benefits of Consumer Duty, effective risk communication and the role of technology in aligning asset managers, advisers and end-investors bonhill.mydigitalpublication…
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Our Adviser Technology Provider of the Year, after a tough judging process, is @DynamicPlanner – well done! Highly commended goes to @SecclTech #MMAwards22
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