Dynamic Planner
Financial ServicesView the employees at
Dynamic Planner-
Felix Draghici manager at Distribution Technology
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Romania
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Rising Star
Don Tennyson Receiving Supervisor at Distribution Technology-
Charlotte, North Carolina, United States
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Rising Star
Elly Gallagher Passionate about Employee Engagement.-
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.
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