Dynamic Planner

Dynamic Planner teams up with Salesforce

Financial Planning software provider Dynamic Planner has teamed up with online business management system Salesforce, the AI CRM.
Dynamic Planner integrates CRM with Adviser Cloud

Financial Planning software provider Dynamic Planner has announced a new CRM integration with Adviser Cloud.
Financial Planners and Paraplanners to vie for new award
Distribution Technology makes 3 senior appointments
Risk profiling guide launched for Financial Planners
Ex-regulator’s risk tool guide highlights limitations
Risk tool to help planners with new suitability rules
Walker Crips adds model portfolios to Dynamic Planner system
Dynamic Planner unveils new £5m fintech investment
Dynamic Planner training spaces filling up fast
Dynamic Planner forges new fintech partnerships
Dynamic Planner Elements launches to UK Financial Planners
Tenet secures Dynamic Planner deal for members
BlackRock opts for Dynamic Planner fintech for portfolios
VitalityInvest launches product updates for advisers
Fintech to launch 'revolutionary' cash flow tool upgrade
Dynamic Planner launches Coronavirus guidance hub
Planners 'increase client risk tolerance and reduce anxiety'
Guest Column: 3 must-haves for socially-distanced planning
Guest Column: 4 ways to help clients cope with volatility

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