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Sheila Ervin
Staff Accountant at Dynamic Planner
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Work Experience
Staff Accountant
Present
Company Details
51-200 Employees
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.
Year Founded
2003
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
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
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