Dynamic Planner
www.dynamicplanner.comDynamic 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 risk to ensure nothing is lost in translation in the planning and advice process.
Read more
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 risk to ensure nothing is lost in translation in the planning and advice process.
Read more
Country
City (Headquarters)
Reading
Founded
2003
Estimated Revenue
$10,000,000 to $50,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Board Member Dynamic Planner Europe
Email ****** @****.comPhone (***) ****-****Sales Executive
Email ****** @****.comPhone (***) ****-****Chief Operating Officer
Email ****** @****.comPhone (***) ****-****Director of Asset Management Clients
Email ****** @****.comPhone (***) ****-****
Technologies
(25)
Reach decision makers at Dynamic Planner
Free credits every month!
Dynamic Planner FAQ
Reading, United Kingdom
Financial Services
