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.
Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
Fora Space, Thames Tower
Station Road
Reading, Berkshire RG1 1LX, GB
Keywords
Risk profilingRisk target managedFinancial planning toolsFund risk profilingCashflow PlanningRisk Profiling SoftwareFinancial Planning SoftwareInvestment ResearchInvestment PlanningRisk Profiled Investments