Dynamic Planner

Research released ahead of International Women’s Day

Exploring financial personality dimensions

Regulation and operational efficiency cited as barriers

Annual review reports to be done in under five seconds

Aims to provide ‘comprehensive’ risk profiling services

Partnership intended to improve client data transfer for financial advisers

Dynamic Planner finds reports up 100%

Research includes the past performance of over 900 DFM MPS

The new app ‘Tram’ will help clients track progress of financial plans

‘Sustainable investment options do not offer a free lunch'