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.
Ben Goss, CEO at Dynamic Planner As a fast growing, privately owned company we were looking for an investor partner to help us take the business to the next level in the UK and internationally. Our selection of FPE was based not just on their track record of backing software companies that successfully scale, but also on their team who we feel share our values. From the outset FPE understood the value that Dynamic Planner brings to our clients and industry as an independent provider of technology and asset risk modelling serving a growing community in the wealth management sector who trust and rely on us. They also share our vision for solving our industry’s major challenges through technology such as process digitisation, customer experience, investing sustainably for future generations, and omni channel financial planning in a post pandemic world. This investment allows us to progress our industry for the better and as a management team we look forward to sharing the benefits of this collaboration with our clients and team in the months and years ahead.
