John James

facility manager at Dynamic Planner - Reading, ENG, UK

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Dynamic Planner
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Dynamic Planner logo, Dynamic Planner contact details

Dynamic Planner

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
Details about Dynamic Planner
Frequently Asked Questions about John James
John James currently works for Dynamic Planner.
John James's role at Dynamic Planner is facility manager.
John James's email address is ***@distributiontechnology.com. To view John James's full email address, please signup to ConnectPlex.
John James works in the Financial Services industry.
John James's colleagues at Dynamic Planner are John Mceachern, Anna Schneider, Alison Melton, Daniel Montoya, Malcolm Jones, Willis Terry, Leanne Pressley and others.
John James's phone number is ["+17049137226","+17047321240","+17046080894"]
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