Dynamic Planner, a digital advice platform, has become the first in its sector to achieve the ISO/IEC 42001:2023 AI Management Systems certification.
This certification signals a significant move to formalise its AI governance, aligning with the firm's strategic focus on maximising the
“transformational power of AI and data”at a
“watershed moment”for the investment and financial planning industry.
To support this push, Dynamic Planner has made three strategic appointments.
Author's summary: Dynamic Planner certified for AI management.