The Paraplanners review of Dynamic Planner’s new cashflow tool

10 November 2020

Outsourced paraplanning firm The Paraplanners has conducted an independent review of Dynamic Planner’s new cashflow system, declaring that it “stands out from some other cashflow systems”. Colin Stewart, the at-retirement planning specialist for The Paraplanners, conducted the review of the recently launched system, using his experience of working with a range of cashflow planning...