Dynamic Planner
Financial Software · United Kingdom · 51-200 Employees
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Overview
Headquarters
Thames House Mere Park Dedmere Rd, Marlo...Phone Number
+44 3336000500Website
www.dynamicplanner.comRevenue
$21 MillionIndustry
ZI Rank: 1
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ZI Rank
3
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About Dynamic Planner
Dynamic Planner is an end-to-end, risk based, financial planning system for advice firms, combining intuitive technology with a trusted independent asset risk model. Helping advice firms ensure suitability, efficiency and demonstrate value.Explore more
Dynamic Planner Org Chart
AO
Manager, Information Security
SW
Event Manager
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Activity Insights
Dynamic Planner is experiencing very low activity levels compared to other companies in the Software sector.
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Dynamic Planner Tech Stack
A closer look at the technologies used by Dynamic Planner
Most Recent Scoops
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Executive Moves, New Hire
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Executive Moves, Lateral Move
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Open Position
Person-Based
Dynamic Planner News & Media
Cloud Invest and Dynamic Planner collaborate on CRM
Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud.FPE Capital leads first institutional investment into Dynamic Planner
FPE Capital leads first institutional investment into Dynamic Planner Submitted 15/07/2022 - 8:48am FPE Capital (FPE), a software & services focused lower mid-market growth investor, has led the first institutional investment into Dynamic Planner, a software provider to the UK wealth management sector. This marks the second investment from FPE Fund III, the successful final close of which was announced in May at a raised hard cap of £185 million. The investment from FPE willFPE Capital invests in Dynamic Planner
Dynamic has plans to expand further into continental Europe.PE firm eyes majority stake in Dynamic Planner | International Adviser
Deal is reportedly valued at £27m #dynamicplanner
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Dynamic Planner is an end-to-end, risk based, financial planning system for advice firms, combining intuitive technology with a trusted independent asset risk model. Helping advice firms ensure suitability, efficiency and demonstrate value.... Read More
