Dynamic Planner
Financial-Services
Website
Company Tagline
The UK’s leading, risk-based financial planning system – matching people with suitable investment solutions.
Industry Category
Business Keywords
Company Description
Dynamic Planner is a leading provider of financial services, offering innovative solutions designed to enhance investment suitability and efficiency. Based in Reading, Berkshire, at Fora Space, Thames Tower, Station Road, RG1 1LX, GB, Dynamic Planner is committed to helping financial advisors gain comprehensive insights into their clients' needs and match them with appropriate investment opportunities.
Dynamic Planner provides a Software-as-a-Service (SaaS) platform that enables financial advisors to gather crucial client information, assess risk appetite, and analyze financial situations effectively. With Dynamic Planner, advisors can streamline their processes, ensure compliance, and demonstrate value to their clients through sophisticated portfolio review and cashflow planning tools.
Dynamic Planner continues to innovate and expand its offerings in the financial technology sector. We invite the management team of Dynamic Planner to create a customized and exclusive company showcase and product listing on our platform, allowing you to further highlight your expertise and solutions to a wider audience.
Dynamic Planner est un fournisseur leader de services financiers, offrant des solutions innovantes conçues pour améliorer l'adéquation et l'efficacité des investissements. Basée à Reading, Berkshire, à Fora Space, Thames Tower, Station Road, RG1 1LX, GB, Dynamic Planner s'engage à aider les conseillers financiers à acquérir une compréhension globale des besoins de leurs clients et à les mettre en relation avec des opportunités d'investissement appropriées.
Dynamic Planner fournit une plateforme Software-as-a-Service (SaaS) qui permet aux conseillers financiers de recueillir des informations essentielles sur leurs clients, d'évaluer leur appétit pour le risque et d'analyser efficacement leur situation financière. Avec Dynamic Planner, les conseillers peuvent rationaliser leurs processus, assurer la conformité et démontrer leur valeur à leurs clients grâce à des outils sophistiqués d'examen de portefeuille et de planification des flux de trésorerie.
Dynamic Planner continue d'innover et d'élargir son offre dans le secteur des technologies financières. Nous invitons l'équipe de direction de Dynamic Planner à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, vous permettant de mettre davantage en valeur votre expertise et vos solutions auprès d'un public plus large.
Key Personnel / Employees
Compare Companies Side by Side
Compare Dynamic Planner with 3 companies in Financial-Services
| Comparison Field |
Dynamic PlannerMain Company |
MXView Profile |
intellifloView Profile |
Acquinox CapitalView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2010 | 2004 | |
|
Company Size
|
— | 501-1,000 | 201-500 | 2-10 |
|
City
|
Reading, Berkshire | Lehi, Utah | Wimbledon, England | |
|
Country
|
United Kingdom | United States | United Kingdom | |
|
Skills & Keywords
Comparing with main company
|
22 Total Skills
Financial Planning
Risk Profiling
Asset Allocation
FinTech
Investment Management
SaaS
Portfolio Review
Cashflow Planning
Investment Planning
Financial Advisor Software
Risk Profiling Software
Asset Managers
Investment Research
Fintech
Risk profiling
Financial planning tools
Risk target managed
Fund risk profiling
IFAs
Risk Profiled Investments
Software
Financial Planning Software
|
50 Total
50 Unique
Unique Skills:
analytics
API
B2B
bank connectivity
Bank Credentials
Banking
+44
|
2 Total
2 Unique
Unique Skills:
Financial Services
Wealth Management
|
13 Total
1 Common
12 Unique
Match
5%
Common Skills:
Investment Management
Unique Skills:
Business Development Support
Capital Strategy
Deal Sourcing
Exit Strategies
Investing
Investment Opportunities
+6
|
4
Total Companies2004
Oldest Founded2
Countries86
Unique SkillsSimilar Companies
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Alternative Company Names
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