Dynamic Planner

Financial Services - Reading, ENG, UK

Dynamic Planner Employees
Alison Everett

Product Marketing Manager

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John James

facility manager

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John Mceachern

operations supervisor

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Anna Schneider

human resources manager

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Betsey Walker

director, human resources

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Leanne Pressley

transportation

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Alison Melton

office clerk

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Dynamic Planner Senior Management
David Wadsworth

Chief Operating Officer

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Ben Goss

CEO

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Nick Capek

Product Owner

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Nichole Cgma

Chief Financial Officer

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Dynamic Planner Details

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.

Dynamic Planner logo, Dynamic Planner contact details
Employees: 100 - 249
HQ:
Location: Reading, ENG, UK
Revenue: 10 - 20 Million
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
Dynamic Planner Technologies
Email Providers

Outlook

Email Delivery

MailJet

Other

MailChimp SPF

Hosting

Microsoft Azure Hosting

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