JoshuaKnight

Comments

• If you have Office 365, the Planner app there is a reasonable Trello like / Kanban tool which you can customise.

  in Task Management System Comment by JoshuaKnight January 13
• We have some functionality coming in Dynamic Planner that might help with some of these queries - I'd be happy to set up a demo if you'd like to see how we can help. You can reach me at joshuaknight@dynamicplanner.com

  in Independent Research Tools query Comment by JoshuaKnight July 2022
• Hi, If you use Dynamic Planner, we have a sustainability questionnaire to help with this: https://www.dynamicplanner.com/sustainable-investing/

  in ESG Investing Questions Comment by JoshuaKnight November 2021
• We've got a number of ESG related enhancements coming up - I'll drop you a note separately with some of the things we're looking at.

  in Dynamic Planner - Hints & Tips? Comment by JoshuaKnight November 2020
• Hi - I'm Josh, Product Manager @ Dynamic Planner. If you (or anyone else) would like a chat about what we do, how to get the most from Dynamic Planner or any feedback on our service, feel free to reach out to me (my email should be visible on my …

  in Dynamic Planner - Hints & Tips? Comment by JoshuaKnight October 2020
• We just built one of these into Dynamic Planner - happy to arrange a demo if that helps.

  in 'Simple' fund switch letter Comment by JoshuaKnight September 2020