Dynamic Planner integrates with Curo
- Friday, 06 October 2023
- Articles
Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice.
Read more...Widows' platform links with Dynamic Planner and Voyant
- Tuesday, 19 September 2023
- Articles
The Scottish Widows Platform has added integration with two Financial Planning software providers: fintech Dynamic Planner and cashflow modelling software firm Voyant.
Read more...Dynamic Planner adds financial wellbeing questionnaire
- Monday, 19 June 2023
- Articles
Financial Planning fintech Dynamic Planner has launched a financial wellbeing questionnaire enabling advisers to identify client vulnerability characteristics in compliance with the forthcoming Consumer Duty.
Read more...Dynamic Planner offers free Consumer Duty guide
- Tuesday, 16 May 2023
- Articles
Financial Planning fintech Dynamic Planner has boosted its range of Consumer Duty support to help advice firms take control of implementation.
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