Dynamic Planner
Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Founded in 2003, it is an end-to-end, risk-based system, using a single definition of ri...load more
Dynamic Planner's Basic Information
Industry
IT Services and IT ConsultingFinancial Services
Headquarters
Reading, England, United Kingdom
Founded Year
2003
Headcount
51 - 200 ( View All )
Specialties
Risk profilingRisk target managedFinancial planning toolsFund risk profilingCashflow PlanningRisk Profiling SoftwareFinancial Planning SoftwareInvestment ResearchInvestment PlanningRisk Profiled InvestmentsPortfolio ReviewFinancial Advisor SoftwareIFAsAsset Managers
Dynamic Planner's Competitors
Employee Insights
Dynamic Planner's Top Employees
Frequently Asked Questions Regarding Dynamic Planner
Where is Dynamic Planner's headquarter located?
Dynamic Planner's headquarter are located at United Kingdom.
How many employees does Dynamic Planner have?
Dynamic Planner has 51 - 200 employees.
What is Dynamic Planner's official website?
Dynamic Planner's official website is https://linktr.ee/dynamicplanner
What industry does Dynamic Planner belong to?
Dynamic Planner is in the industry ofIT Services and IT ConsultingFinancial Services
What does Dynamic Planner do?
Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Founded in 2003, it is an end-to-end, risk-based system, using a single definition of ri...
What specialty does Dynamic Planner have?
Risk profilingRisk target managedFinancial planning toolsFund risk profilingCashflow PlanningRisk Profiling SoftwareFinancial Planning SoftwareInvestment ResearchInvestment PlanningRisk Profiled InvestmentsPortfolio ReviewFinancial Advisor SoftwareIFAsAsset Managers
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