JoshuaKnight
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- JoshuaKnight
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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
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Hi, If you use Dynamic Planner, we have a sustainability questionnaire to help with this: https://www.dynamicplanner.com/sustainable-investing/
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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.
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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 …
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We just built one of these into Dynamic Planner - happy to arrange a demo if that helps.