Dynamic Planner is the UK’s leading organisation for risk-based financial planning technology. Today, we help more than 1,800 advice firms ensure the suitability of investments for their clients through risk and sustainability profiling, portfolio review, cash flow planning and fund research and recommendations, all with a beautiful design and user experience.
Dynamic Planner is delighted to announce its expansion into the European market in 2022. We are excited about the opportunity to support organisations operating in Europe to create a culture of investing, aligned to our overall mission of helping firms match people with suitable portfolios through engaging financial planning. Watch this 2 minute video to find out more about what Dynamic Planner has to offer.