Alison Everett's Company Details
Reading, ENG, UK • 100 - 249 Employees
Financial Services
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.
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