Dynamic Planner

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Dynamic Planner have a clear purpose: helping financial advice firms match people with suitable investments solutions. Since we were founded in 2003, we’ve married tech with asset risk modelling to enable that ambition. Our Client Profiling module sets the industry standard, supporting over 2 million UK investors. As the UK’s market leading digital financial planning and advice platform, advisers use us to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, to match them with suitable investment opportunities and enable them to fund the life they want. Coupled with Investment Services to help asset managers design, profile and target investment solutions we have a completeness of offering which sets us apart. We are engaged and passionate about designing and delivering great products, services and experiences for clients and colleagues. With multiple platform and customer awards we are proud to add the 2024 PIMFA Diversity and Inclusion award which recognises our inclusive culture, one which enables talent to be recognised and promoted, and allowing people to bring their whole selves to work.

Company Details

Employees
178
Founded
-
Address
Fora Space, Thames Tower, Station Road,united Kingdom
Phone
0333 6000 500
Email
sa****@****ner.com
Industry
Financial Services
Website
distribution-technology.com
Keywords
Risk profiling, Risk target managed, Financial planning tools, Fund risk profiling, Cashflow Planning, Risk Profiling Software, Financial Planning Software, Investment Research, Investment Planning, Risk Profiled Investments, Portfolio Review, Financial Advisor Software, IFAs, Asset Managers, SaaS, Software, Fintech.
HQ
Reading, Berkshire
Competitors
AJ Bell, Plannr Technologies Limited, Quilter, Aveni, Money Marketing, intelliflo, Timeline, Wealth Wizards, MS Amlin, EV - Financial Solutions.
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