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COM:DYNAMICPLANNER
Dynamic Planner
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name
Dynamic Planner
homepage url
dynamicplanner.com/
country
United Kingdom
sector
Financial Services & Finance
industry
Financial Technology
Description
Dynamic Planner provides a digital platform for financial planning and advice, designed to help firms match individuals with appropriate investment solutions and engage with clients effectively.
peer of
competitor of
Metrics
market
PRIVATE
msh_id
COM:DYNAMICPLANNER
locale
gb
website
https://dynamicplanner.com/
source_ref
8c1dcdd4-cc21-4db1-8de8-a396daecb887
products_or_services
Financial planning software, client profiling, investment risk profiling, cash flow planning, investment research, client review services, digital client engagement.
United Kingdom