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Dynamic Planner
Dynamic Planner provides a digital advice platform and risk profiling software for financial planning firms and asset managers in the United Kingdom.
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Dynamic Planner at a glance
Dynamic Planner is a financial software & technology company headquartered in United Kingdom, founded in 2003. Xcout tracks 7 named people at Dynamic Planner, including Ben Goss (Chief Executive Officer).
Dynamic Planner leadership
- Ben GossChief Executive Officer
- Fiona TalbotChief Financial Officer
- Rory McLarenChief Technology Officer
- Rowan WhittingtonChief Product Officer
- Ian McEwanChief Revenue Officer
- Elly GallagherChief People Officer
1 more named person on record for Dynamic Planner, with roles, board committees and tenure — see the full roster →
Dynamic Planner competitors
A few of Dynamic Planner's closest competitors — see the full list of competitors and alternatives →
The Adviser Platform provides a CRM and AI-powered operations platform designed for financial, insurance, and mortgage advisers in New Zealand.
IFA-Planet provides mutual fund software and portfolio management tools for financial advisors and mutual fund distributors in India.
Whistlebrook provides specialized software solutions designed for the financial services sector. The company's integrated modules cover financial planning, accounting, risk management, asset and liability management, regulatory reporting, and taxation.
Finfox Software and Technology AG is a financial software provider headquartered in Zurich, Switzerland, specializing in digital and hybrid investment advisory solutions.
getArrange is a digital platform providing estate planning, will drafting, and storage solutions for financial advisers and individuals.
Empyrean Solutions provides financial software and advisory services designed for banks and credit unions. Its platform integrates risk management, balance sheet planning, asset liability management (ALM), liquidity stress testing, budgeting, and performance profitability analytics into a unified system.
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More on Dynamic Planner in Xcout Intel
- 7 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access