‘We now fully engage clients with the review process, whereas previously we were shuffling pieces of paper around’ says Lee Whiteside of Plan4Life of life since using Dynamic Planner Client Review Process

We’ve had a great start to the new year with our Annual Conferences in Manchester and London and multiple product announcements to keep us busy! Read our February Updates Blog bit.ly/2OUlVsD

‘It was just chaos!’ – Read how three advice firms have adopted Dynamic Planner to transform their review process for clients bit.ly/2V2UMYz

Join us at the AMEX stadium on 17th March 2020 for one of our Training Academies, registration link at the end of the video 🎬 - or have a look at our other dates here: bit.ly/37MOPBI

Due to the recent increased threat of Coronavirus we have decided to run the Dynamic Planner Training Academies online from Tuesday onwards. More details to follow. dynamicplanner.com/training-acade…

We are excited to confirm dates for our digital Autumn 2020 Training Academies. Fifteen virtual events, spanning five weeks and five different topics, aligned to the most pressing demands of #financialplanning and advice today. Register here -> bit.ly/336x6GN

We are excited to confirm dates for our digital Autumn 2020 Training Academies, book now for our #RiskProfiling stream bit.ly/3knX2Uw #CPD #financialadvisers

All set from my home office for today's Annual Dynamic Planner Conference! Excited to see how it all comes together in this year's virtual environment

Great to win Best Independent Financial Planning Tool for the second year running at Schroder’s platform awards - thanks to all our team and clients for your support this year !

Well done to everyone Dynamic Planner great achievement to win this award second year running. Proud of the Team 🎉 #SchrodersUKPA

Fantastic achievement for the Dynamic Planner team!! 🏆

It's the week of our 10th Annual Dynamic Planner conference! You can still register to join virtually through this link: bit.ly/3AIK9Nn #DynamicPlanner2022

We are live from IET where we are setting up ready for our annual conference tomorrow. We're looking forward to welcoming you virtually onto our conference! #DynamicPlanner2022

In Ben's keynote yesterday he revealed a number of key enhancements coming to Dynamic Planner. Get in touch to find out more ow.ly/pTCB30s9veq #wealthtech #fintech #financialplanning #financialadvisers x.com/_moneymarketin…

2nd year in a row!!!! Money Marketing Adviser Technology Provider of the Year!! Well done to all the champions at Dynamic Planner. Thank you to all of our clients for the ongoing support!! I could get used to this!!!! #MMAwards22 #Winners2022

We've done it again! Last night was the Money Marketing Awards, for the second year running we won the 'Adviser technology provider of the year' award. Well done team! #MMAwards22

Today we are in London for our last Training Academy of the Autumn, it's been great getting back on the road to meet you all. We are back in London at 22 Bishopsgate for our annual conference, registration now open for face to face or virtual! bit.ly/3X74l6i

Just under a month to go until our 2023 annual conference. Spaces still available to register here -> bit.ly/3XktTwa #DynamicPlanner2023 #financialplanning

Next month, Tanya Beckett will Chair a Panel of Chief #investment Officers who will unravel the last 12 months in markets, and look forward to the next @CanLifeAM | @CTinvest_EMEA | M&G Investments | BNY Investments Newton | @LGIM bit.ly/3Xqqyf6 #DynamicPlanner2023 #financialplanning

We are pleased to announce that we have been highly commended for 'Best Research Software' in the 2023 Professional Paraplanner Awards! 🎉 bit.ly/452tHWg #wealthtech #financialplanning #wealthplanning #investmentresearch