Dynamic Planner has launched Tram, a new digital engagement app designed to help advisers “put a financial plan in the hands of their clients”. CEO Ben Goss told delegates at its annual conference ...

Ben Goss said Dynamic Planner’s new tech does the ‘heavy lifting’ for advisers. The introduction of artificial intelligence by Dynamic Planner could produce annual reports in five seconds. CEO of the ...

Apps can be the future of financial planning, particularly for low value clients, according to Yasmina Siadatan, chief revenue officer at Dynamic Planner. Speaking to FT Adviser, Siadatan discussed ...