Dynamic Planner
Financial ServicesView the employees at
Dynamic Planner-
Stephanie Gardner Event Manager at Dynamic Planner
-
Top 10%
Max Bowser Software Developer at Dynamic Planner-
Rising Star
Tara McWiggan Senior Test Analyst at Dynamic Planner-
United Kingdom
-
Rising Star
Shannon Hare Sales Operations Associate (Investment Services) at Dynamic Planner-
Swindon, England, United Kingdom
-
Rising Star
Overview
Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Founded in 2003, it is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process.
-