Planning Tools

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.

Claw crane arcade game. 3d illustration

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

Best Practice | 7 Oct 19

Ailo puts the spotlight on cross-border bonds

As they will not be taxed differently because of, or after Brexit