Digital advice platform Dynamic Planner has become the first in its sector to achieve the ISO/IEC 42001:2023 AI Management Systems certification, signalling a significant move to formalise its AI ...

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 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 ...

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 ...

AJ Bell Investcentre has integrated Dynamic Planner to drive the efficiency of its advised platform. The firm said the integration, which went live last week (October 10), will deliver bulk client ...

For much of the past year at Dynamic Planner we’ve been working on an upgraded version of our cash flow module. As a result I’ve found myself going back to some of the financial planning books that ...