From all at Dynamic Planner, wishing you and yours the best this festive season, a very Merry Christmas and a Happy New Year. Thank you for all your support this year and we look forward to working with you in 2025🎄
Dynamic Planner
Financial Services
Reading, Berkshire 7,038 followers
The UK’s leading, risk-based financial planning system – matching people with suitable investment solutions.
About us
Dynamic Planner have a clear purpose: helping financial advice firms match people with suitable investments solutions. Since we were founded in 2003, we’ve married tech with asset risk modelling to enable that ambition. Our Client Profiling module sets the industry standard, supporting over 2 million UK investors. As the UK’s market leading digital financial planning and advice platform, advisers use us to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, to match them with suitable investment opportunities and enable them to fund the life they want. Coupled with Investment Services to help asset managers design, profile and target investment solutions we have a completeness of offering which sets us apart. We are engaged and passionate about designing and delivering great products, services and experiences for clients and colleagues. With multiple platform and customer awards we are proud to add the 2024 PIMFA Diversity and Inclusion award which recognises our inclusive culture, one which enables talent to be recognised and promoted, and allowing people to bring their whole selves to work.
- Website
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https://linktr.ee/dynamicplanner
External link for Dynamic Planner
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Reading, Berkshire
- Type
- Privately Held
- Founded
- 2003
- Specialties
- Risk profiling, Risk target managed, Financial planning tools, Fund risk profiling, Cashflow Planning, Risk Profiling Software, Financial Planning Software, Investment Research, Investment Planning, Risk Profiled Investments, Portfolio Review, Financial Advisor Software, IFAs, Asset Managers, SaaS, Software, and Fintech
Locations
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Primary
Get directions
Fora Space, Thames Tower
Station Road
Reading, Berkshire RG1 1LX, GB
Employees at Dynamic Planner
Updates
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Wondering what to expect at our annual conference? Check out the highlights from 2024. Register now for our 2025 conference 'Pioneering Tomorrow's Technology' which will be all about harnessing the power of data and insight to unlock new opportunities for you, your firm and your clients. Join us on 12 February 2025. https://hubs.ly/Q030jQsl0 #DynamicPlanner2025
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We are delighted to announce that Ainsworths Financial Services Limited has selected the market leading digital advice platform Dynamic Planner to support them in their client review, cash flow and digital client engagement processes. Find out more about how we help firms match people with suitable solutions through engaging wealth and financial planning https://hubs.ly/Q02_XQcP0
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Commenting on the latest CPI data from the ONS, Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner said: “In more depressing news for the Chancellor, inflation came in at 2.6% for November, as compared to 2.3% for October. Combined with two quarters of shrinking GDP, this puts the UK firmly in stagflation territory. This also puts the Bank of England’s interest rate cut firmly on hold. All market watchers are waiting eagerly for the proverbial “growth” to happen, otherwise it is tiring to repeat the same litany of woes for a stalled UK economy. But going into the New Year, all that comes to mind is the D-Ream song, “Things can only get better”, hopefully.” #CPIdata #ONSreport #EconomicAnalysis #MarketTrends
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We are delighted to announce that Acumen Financial Consultants LLP has selected the market leading digital advice platform Dynamic Planner to support them in their client review processes. Find out more about how we help firms match people with suitable solutions through engaging wealth and financial planning https://hubs.ly/Q02_X-4Q0
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Following on from Yasmina's five takeaways from 2024 last week, CEO Ben Goss looks ahead in Money Marketing with his predictions for 2025 around regulation, AI, mobile advice, alternative investments and the role of advisers. https://lnkd.in/ed757a_r
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Commenting on the latest GDP data from the ONS, Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner said: “The UK economy shrank by 0.1% in October. A second consecutive contraction of the economy puts more pressure on the Chancellor’s mission of boosting growth. “While it is understandable that it is too early to see the impact as the “growth” policies put in place by the government will take time to filter through, the latest ONS release cannot but dampen consumer and business confidence. “It almost feels as if the Ghost of Christmas Yet to Come is here to haunt the economy in a bid to make it change its ways.”
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As the end of the year approaches, what themes have emerged? In some ways, 2024 has brought more of the same, with some big global uncertainties persisting. Read our Chief Revenue Officer, Yasmina Siadatan's 5 takeaways from 2024 in Money Marketing https://lnkd.in/gRikyAdq #FinancialPlanning #Technology #Data
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What lies ahead for Europe in 2025? Our Chief Investment Strategist Abhimanyu Chatterjee offers his view given the headwinds Europe faces and an imminent new presidency in the US. Read more in this Portfolio Adviser feature 'Euro vision: What Europe’s valuation discount means for investors'. #investmentoutlook #outlook25 #Europe
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We are delighted to announce that Carlton Asset Management Limited has selected the market leading digital advice platform Dynamic Planner to support them in their client review, cash flow and digital client engagement processes. Find out more about how we help firms match people with suitable solutions through engaging wealth and financial planning https://hubs.ly/Q02XHS-G0
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