Dynamic Planner
About Dynamic Planner
Dynamic Planner provides a digital financial planning platform for investment advice firms. The system helps professionals deliver consistent advice and match clients with suitable investment portfolios through risk profiling and specialist actuarial expertise. Recent coverage has focused on the company's integration with Salesforce and the role of hybrid advice models within the financial services industry.
FF News has published 5 stories and 1 video interview featuring Dynamic Planner since 2021, most recently "Aubrey Citadel Fund Now Risk Profiled on Dynamic Planner" (3 March 2025).
Latest Dynamic Planner news
- Aubrey Citadel Fund Now Risk Profiled on Dynamic Planner 3 March 2025
- Dynamic Planner Teams Up With Salesforce to Deliver Financial Planning at Scale 5 November 2024
- Advisers Who Embrace Hybrid Will Thrive in 2022, Says Dynamic Planner CEO Ben Goss 6 January 2022
- Eight Out of 10 Advice Professionals Would Recommend Financial Planning as a Career, Reveals Dynamic Planner 30 November 2021
- Dynamic Planner Boosts Specialist Expertise With Actuary Appointment 18 June 2021