Dynamic Planner Email Format
Financial ServicesEngland, United Kingdom51-200 Employees
Dynamic Planner operates a digital platform for financial planning and advice that helps advisers collect information about clients, assess their appetite for risk, and analyze financial circumstances to identify suitable investment opportunities. The platform also supports asset managers by enabling design, profiling, and targeting of investment solutions. Its Client Profiling module is widely used, with over 2 million UK investors supported. The company is based in London, United Kingdom, and was founded in 2003, positioning it as a mid-sized firm within the financial services industry. It has been recognized with industry awards, including the 2024 PIMFA Diversity and Inclusion award for its inclusive culture.