Planning Tools

Latest news | 1 Jul 24

Hayah Insurance launches updated product into DIFC market

The new offering has been promoted as Hayah’s alternative to the Dubai Employment and Welfare System (DEWS) for companies operating within the Dubai International Financial Centre (DIFC).

Data Analysis working with robot ai intelligence technology in Business Analytics and Planning Workflow Management System to make report with KPI connected to database. Corporate strategy for finance.

Investment | 27 Jun 24

Marlborough makes ‘substantial’ investment in Clever Adviser Technology

Marlborough takes ‘significant’ minority stake in Clever, which is a pioneer in the creation of quantitative analysis-driven fund selection and asset allocation services for financial planners in the UK.

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Industry | 16 Jan 24

Dynamic Planner launches single strategy fund mapping service

Sources single strategy fund holding data directly from fund providers

Innovative learning, creative educational study concept for graduation and school student success with world lightbulb on teacher chalkboard

Industry | 3 Jan 24

Evelyn Partners launches financial planning graduate scheme

The new programme opens its doors for cohorts in September 2024

Companies | 3 Feb 21

Dynamic Planner rolls out sustainable investing tool for IFAs

It will provide advice firms with a clear, objective view of a fund’s ESG characteristics, says CEO Goss