Dynamic Planner launches cashflow as part of single system service

3 November 2020

Dynamic Planner has launched a cashflow planning service which calculates on real data for the client within its risk profiling and financial planning process. Demonstrating the tool to Professional Paraplanner, CEO Ben Goss (pictured) said “Covid, Brexit and everything in between, has catapulted the ability to provide solid, robust, and risk-based cash flow planning...